A complete list of active advisors currently associated with Fogarty Wealth Management, Inc.

Warmer can help you find a great advisor at Fogarty Wealth Management, Inc. or one who fits your needs even better.

Fogarty Wealth Management provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients) and to qualified retirement plans and plan sponsors. Services described in the brochure include portfolio management for individual accounts, variable annuity management, ERISA plan services (offered as either limited-scope 3(21) advice or full discretionary 3(38) investment management), and 529 plan management for clients with assets under advisement. The firm implements client-specific strategies documented in an investment policy statement, using fundamental and cyclical analysis and exercising discretionary trading authority to align portfolios with clients’ goals, time horizons, and risk tolerances. Accounts are reviewed at least quarterly and the firm discloses that it may utilize borrowing or margin in managed accounts (with fees billed on gross asset value when margin is used), and it monitors accounts more frequently as needed. Compared with many independent, single-advisor firms, this adviser’s combination of corporate/plan-sponsor work and pension consulting services alongside retail wealth management is uncommon among peers, as is the explicit use of borrowing in separately managed accounts. The firm also manages variable annuities and provides 529 plan services at no charge to managed-account clients, and its managing member maintains an affiliated insurance practice that can result in separate, disclosed commission-based compensation.

To learn more about the advisors currently working at Fogarty Wealth Management, Inc., 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.