A complete list of active advisors currently associated with Great Wealth Investments

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

Great Wealth Investments provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients, and also accepts trusts, estates, and business entities; the firm generally charges asset‑based advisory fees. It typically implements portfolios using equities and exchange‑traded funds and, in limited cases, may advise on or include direct indexing, cryptocurrency exposure, and securities‑backed lines of credit. The firm customizes investment strategies to client goals and risk tolerance, monitoring accounts continuously and rebalancing as conditions or circumstances change; its analysis blends fundamental and technical methods with elements of modern portfolio theory and a preference for long‑term purchases while permitting short‑term trades when appropriate. Great Wealth Investments also discloses use of artificial‑intelligence tools for analysis and meeting transcription and offers clients the option to opt out of recordings. A distinguishing feature for a firm of this size is its affiliation with an insurance agency and the fact that some associated persons are licensed to sell insurance and annuities, which may generate commission compensation and related conflicts of interest the firm says it manages by recommending insurance only when suitable and allowing clients to choose other providers. The firm additionally maintains affiliated consulting businesses and institutional custodial relationships, and discloses that a principal devotes a material portion of professional time to an outside consulting activity.

To learn more about the advisors currently working at Great Wealth Investments, 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.