A complete list of active advisors currently associated with Dumont Wealth

Warmer can help you find a great advisor at Dumont Wealth or one who fits your needs even better.

Dumont Wealth is an independent registered investment adviser that provides discretionary and non‑discretionary asset management, financial planning, and referrals to third‑party money managers for individual and high‑net‑worth clients. The firm reports managing approximately $12.85 million for 17 clients and delivers ongoing portfolio monitoring and tailored financial plans. The firm’s investment process blends charting (technical) analysis with modern portfolio theory and a long‑term trading orientation, and strategies may be implemented directly or through selected third‑party managers. Accounts are typically reviewed quarterly, governed by client investment policy statements, and may be managed on a discretionary basis with client‑imposed restrictions accommodated where feasible. Distinctive aspects of the firm include a stated $1,000,000 account minimum and a concentrated client base, resulting in larger average account sizes than many peers in the independent category. The firm’s principal maintains a separate insurance agency that sells commissionable insurance products and is developing an InsurTech startup—outside business activities disclosed in the brochure that create potential conflicts of interest which the firm describes and manages.

To learn more about the advisors currently working at Dumont Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.