A complete list of active advisors currently associated with Health & Wealth Works LLC
Warmer can help you find a great advisor at Health & Wealth Works LLC or one who fits your needs even better.
The firm serves individuals, small businesses, and employer-sponsored retirement plans by providing comprehensive financial planning, investment consultation, and ongoing portfolio management. It also offers periodic educational workshops on personal finance and investing that are described as educational and complimentary. Portfolios are managed on a primarily non‑discretionary basis with customized investment guidelines that reflect each client’s objectives, time horizon, and reasonable account constraints; the firm relies on a blend of fundamental and technical analysis and emphasizes modern portfolio theory and passive investing with periodic rebalancing. When appropriate, the firm recommends third‑party investment managers and conducts due diligence on sub‑advisers before making referrals. Distinctive features include managing roughly $1.2 million in client assets largely on a non‑discretionary basis—a structure that is uncommon among independent advisers—and the routine offering of complimentary educational workshops. The firm also commonly acts as a solicitor for third‑party managers and recommends particular custodial/platform solutions (for example, Betterment and Potomac Fund Management) and its principal is licensed to sell insurance and annuity products, which the firm discloses as a potential source of additional compensation.
To learn more about the advisors currently working at Health & Wealth Works 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 |
|---|---|---|
Henrico, VA
| 6
|
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