A complete list of active advisors currently associated with H2OLS Wealth Management Solutions LLC
Warmer can help you find a great advisor at H2OLS Wealth Management Solutions LLC or one who fits your needs even better.
H2OLS Wealth Management Solutions LLC works with individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and state or municipal entities. The firm offers ongoing discretionary portfolio management, one‑time and hourly financial planning, and consulting for employee benefit plans (including 401(k) plans), and advises on a range of investments from mutual funds and fixed income to annuities, ETFs, private placements and venture capital. The firm documents client objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, employing a mix of charting, cyclical, fundamental, quantitative and technical analysis and using strategies that include long‑term and short‑term trading, margin, short sales and options. It acknowledges ERISA/IRC fiduciary duties for retirement accounts, provides periodic reviews and quarterly custodian reports, and seeks fair allocation of opportunities across client accounts. Noteworthy for a small independent adviser, the brochure discloses that the principal advisor is also a licensed insurance agent and a registered representative of a broker‑dealer, and that insurance sales may generate commission compensation that the firm documents and discloses as a potential conflict of interest; the firm describes an “open architectural” approach and notes clients may purchase recommended products elsewhere. The firm also emphasizes pension consulting services and access to less‑typical asset types for a firm of this size—venture capital/private placements, precious‑metal ETFs and cryptocurrency—and requires custody at LPL, from which it receives platform support and other non‑transactional benefits.
To learn more about the advisors currently working at H2OLS Wealth Management Solutions 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.
Name |
Location |
Years of experience |
|---|---|---|
Oneonta, AL
| 38
|
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