A complete list of active advisors currently associated with First Class Wealth Management LLC

Warmer can help you find a great advisor at First Class Wealth Management LLC or one who fits your needs even better.

First Class Wealth Management is a small independent investment adviser that provides ongoing portfolio management and investment advisory services to individual and high‑net‑worth clients, delivering tailored Investment Policy Statements and managing accounts on a discretionary or non‑discretionary basis. The single‑advisor practice manages a modest asset base across a very small client roster, reflecting a boutique scale of operations. The firm’s investment process blends cyclical, fundamental, technical and modern portfolio theory analysis and typically employs a long‑term trading approach, with primary allocations to mutual funds, ETFs (including precious‑metal ETFs), real estate funds/REITs, fixed income and annuities. Client objectives, risk tolerance and time horizon are documented in an IPS, and the firm seeks fair allocation of identified investment opportunities across client accounts. Operationally, the firm requires clients to use a specified custodian (Altruist) for account execution and does not aggregate block trades for multiple clients, practices the brochure notes may affect trade execution and pricing. The principal also conducts licensed insurance sales and has outside business interests, a disclosed potential conflict the firm addresses through policies, disclosures and periodic reviews.

To learn more about the advisors currently working at First Class 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.