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 serves individuals, high net worth individuals, trusts, estates, foundations and businesses and reports managing about $417.6 million across roughly 73 client relationships. The firm provides wealth management that combines discretionary investment management with financial planning and custodial arrangements through major custodians. The firm’s investment approach is household‑level and long‑term focused, explicitly incorporating outside assets, human capital, private business holdings, real estate and tax attributes when building portfolios that typically use ETFs, mutual funds and individual stocks. Flatrock’s brochure describes use of fundamental and technical analysis, the potential allocation to private investment funds, interval and real estate vehicles, and the use of independent managers, leverage or short sales where appropriate. Noteworthy for a firm of its size, the disclosures highlight principal involvement with private investment vehicles — including a co‑general partner role in a private real‑estate LLC — while stating clients are not offered interests in that vehicle, and the brochure indicates the firm may present hypothetical performance examples in its materials. The firm also generally imposes a $5 million relationship minimum and operates with a two‑advisor team, reinforcing its focus on high‑net‑worth relationships rather than mass‑market individual clients.

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.