A complete list of active advisors currently associated with Flagship Private Wealth

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

Flagship Private Wealth provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and corporate/other business clients. The firm documents client circumstances (income, taxes, risk tolerance) to set investment strategy, offers ongoing monitoring, and may refer portions of portfolios to third‑party money managers as part of client solutions. FPW employs a blend of analytical methods — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and emphasizes long‑term trading while exercising discretionary authority to implement portfolio decisions and conduct daily monitoring with quarterly formal reviews. The firm also conducts due diligence on third‑party advisers and requires clients to use LPL Financial for custody and execution. Notable distinctions in FPW’s brochure include its role as a sponsor of a wrap fee program (with wrap accounts managed the same as non‑wrap accounts) and that some supervised persons are registered representatives of LPL Financial and licensed insurance agents, which creates transaction‑based compensation opportunities outside advisory accounts that the firm discloses and documents. FPW also receives platform and support services from LPL (research, technology and practice‑management resources), a relationship the firm describes as a potential conflict of interest and addresses in its disclosure practices.

To learn more about the advisors currently working at Flagship Private Wealth, 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.