A complete list of active advisors currently associated with Family Wealth Strategists, LLC

Warmer can help you find a great advisor at Family Wealth Strategists, LLC or one who fits your needs even better.

Family Wealth Strategists, LLC is a newly formed registered investment adviser that provides discretionary investment management and written financial planning services to individuals and high-net-worth individuals. The firm emphasizes continuous personal client contact and may implement portfolios directly or through turnkey asset management programs (TAMPs). The adviser’s investment process is primarily long-term and fiduciary-focused, using fundamental analysis augmented by regime analysis, quantitative methods, qualitative review, and scenario testing to set asset allocation and monitor positions. Portfolios are typically constructed with low-cost mutual funds and ETFs but may include individual stocks, bonds, options, alternative investments and, when appropriate, leveraged or inverse products, with discretionary authority to buy, sell, or rebalance to meet client objectives. Distinctive features include that the firm reported no assets or clients at the time of its ADV filing yet has institutional platform access (including AssetMark) and the ability to refer clients to or implement strategies through TAMPs and related back-office services. The principal holds an Accredited Investment Fiduciary (AIF) designation, has a passive ownership interest in an entity associated with a turnkey platform, and offers hourly financial planning engagements—characteristics that differentiate it from many solo independent advisers.

To learn more about the advisors currently working at Family Wealth Strategists, LLC, 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.