A complete list of active advisors currently associated with Farah Private Wealth Management, Inc

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

Farah Private Wealth Management serves individuals (including high‑net‑worth and non‑HNW clients), business entities, trusts, estates, charitable organizations and pension and profit‑sharing plans, offering discretionary investment advisory and portfolio management on a fee‑only, assets‑under‑management basis. The firm does not hold itself out as providing financial planning, estate planning, insurance, or tax preparation services and generally limits non‑investment consulting to matters incidental to the investment management process. The firm constructs discretionary portfolios across individual equities, individual bonds, bond funds, mutual funds and ETFs, employing fundamental, technical and charting analysis with both long‑ and short‑term strategies and ongoing monitoring and reallocation as appropriate. It treats cash as an asset class (including cash balances in AUM), may maintain cash for defensive purposes, and purchases higher‑yielding money market funds on custodial platforms when practicable to mitigate sweep account yield dispersion. Noteworthy features disclosed in the brochure include the firm principal’s leadership role with a 501(c)(3) charitable foundation — a relationship the firm identifies as a potential conflict should clients choose to donate — and trustee services offered by the principal in an individual capacity, which have custody implications and subject the firm to surprise custody audits and annual audited financial reporting. The firm generally recommends Charles Schwab as custodian and may receive support services from that custodian, does not vote client proxies, and maintains a trade‑error policy that reimburses client losses from adviser errors but does not credit client accounts for gains arising from such errors.

To learn more about the advisors currently working at Farah Private 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.