A complete list of active advisors currently associated with Fig Tree Wealth Management LLC
Warmer can help you find a great advisor at Fig Tree Wealth Management LLC or one who fits your needs even better.
Fig Tree Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also offers pension consulting and plan-level advice and may conduct participant education and enrollment meetings for retirement plans. Investment strategies emphasize diversified allocations to mutual funds, ETFs and, when appropriate, individual equity and fixed income positions, delivered through firm model portfolios (Core and P3) that are tailored to differing risk profiles and account minimums. The firm implements a Biblically Responsible Investing (BRI) overlay, using third‑party screening tools to reduce exposure to companies the firm deems inconsistent with specified Christian values, and may recommend third‑party money managers as part of portfolio construction. Compared with many independent advisers, Fig Tree’s practice includes serving charitable organizations and providing pension consulting and educational seminars for plan participants, services that are less common among peers. The firm also discloses that its adviser(s) hold insurance licenses and may earn commission-based compensation for insurance products, a potential conflict clients should weigh alongside the advisory relationship.
To learn more about the advisors currently working at Fig Tree Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Mountainside, NJ
| 14
|
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