A complete list of active advisors currently associated with Flatrock Wealth Partners LLC

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

Flatrock Wealth Partners provides discretionary wealth management and financial planning to individuals, high‑net‑worth households, trusts, estates, foundations and select businesses. The firm reports about $417.6 million in assets under management across 73 client relationships and generally targets larger relationships, stating a typical minimum relationship size of $5 million. The firm constructs customized, primarily long‑term portfolios using ETFs, mutual funds and individual equities, and may include private investment funds, options, real estate exposure and allocations to unaffiliated independent managers. Flatrock describes a process that combines fundamental and technical analysis with ongoing client contact and portfolio monitoring, and it acts as a fiduciary when providing advice. Compared with many peers, Flatrock’s public materials and practice mix include a few uncommon elements: its outreach has presented hypothetical performance scenarios, and a firm principal is involved as a co‑general partner in a private real estate LLC (the brochure notes clients are not offered interests in that entity). The firm also discloses a minority passive equity interest held by a principal in a large asset manager and maintains institutional relationships with major custodians that provide operational support.

To learn more about the advisors currently working at Flatrock Wealth Partners 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.