A complete list of active advisors currently associated with Emerald Wealth Management, Inc.

Warmer can help you find a great advisor at Emerald Wealth Management, Inc. or one who fits your needs even better.

Emerald Wealth Management advises individuals and families, high-net-worth individuals, pension and profit‑sharing plans, and corporations, providing portfolio management, manager selection, and financial planning. The firm also participates in a wrap‑fee program and offers pension consulting as well as educational seminars and workshops. The firm prepares a written Investment Policy Statement for each client and may use model portfolios, applying fundamental, technical, quantitative analysis and modern portfolio theory with a long‑term core and tactical adjustments. Portfolio management is conducted on a non‑discretionary basis, and the firm refers clients to third‑party advisers after due diligence, accepting fee‑share arrangements and retaining certain 12b‑1 fees in wrap accounts. Notable differences from many peers include participation as a wrap‑fee program sponsor while reporting approximately $15 million in primarily non‑discretionary AUM, and an affiliated insurance practice whose licensed agent may receive commissionable compensation. The firm also emphasizes public education and outreach (including radio appearances and division speaking) and makes use of both traditional and alternative investments such as hedge funds, private equity, precious‑metal ETFs and TIPS.

To learn more about the advisors currently working at Emerald Wealth Management, Inc., 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.