A complete list of active advisors currently associated with Hedgefield Wealth Management

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

Hedgefield Wealth Management provides investment advice and financial planning to individual clients, offering wealth management, comprehensive financial plans, and consulting services. The firm also supports held‑away accounts—such as 401(k)s, variable annuities, and other outside custodial assets—using order‑management and aggregation tools to implement asset allocation and rebalancing. The adviser employs a blend of fundamental analysis, modern portfolio theory, technical analysis, and charting to construct model portfolios (PLANT, PROPAGATE, PROVIDE, PROTECT) that allocate across domestic and international equities, REITs, commodities, currencies, and fixed income. The brochure discloses the use of options and other derivatives (and inverse ETFs) as part of its strategies and discusses the derivative‑related risks and their potential use in separately managed accounts. Noteworthy features that differentiate the firm from many peers include an explicit consulting offering for charitable planning and the provision of periodic educational seminars and workshops to clients and the general public (offered free of charge). The firm’s principal also operates a separate divorce‑planning and collaborative divorce practice focused on women ages 35–50, and the adviser highlights technology and process for integrating and reporting held‑away assets.

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