A complete list of active advisors currently associated with Fintech Wealth Management, LLC
Warmer can help you find a great advisor at Fintech Wealth Management, LLC or one who fits your needs even better.
FinTech Wealth Management provides discretionary investment management and ongoing financial consulting to individuals, business owners, executives, professionals, retirees, pre‑retirees, and trusts. Services cover equities, exchange‑traded funds, mutual funds, U.S. Treasuries, bonds, municipal securities, and options, and are tailored to clients’ objectives, risk tolerances, and any investment restrictions. The firm implements portfolios through three primary strategies — a diversified Core Portfolio, a Fixed Income strategy, and a Concentrated Options strategy that uses cash‑secured puts (with defined strike and duration parameters) and may employ long puts or covered calls as hedges. Accounts are monitored and rebalanced as market conditions and client circumstances change, with formal client reviews at least quarterly and financial consulting offered as a complementary service. Compared with many independent peers, FinTech Wealth’s routine use of derivatives within separately managed accounts — specifically a structured options program that can include multi‑year put contracts — is atypical, and the firm also offers estate and trust account administration and manages trust/institutional‑type relationships in addition to individual clients. The firm is affiliated with an insurance agency that offers non‑variable annuities and Medicare supplement products, and the advisor’s role as a licensed insurance producer (with disclosed commission arrangements) is identified as a potential conflict that is disclosed to clients.
To learn more about the advisors currently working at Fintech 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 |
|---|---|---|
Belmar, NJ
| 21
|
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