A complete list of active advisors currently associated with Hudson Wealth Management, LLC
Warmer can help you find a great advisor at Hudson Wealth Management, LLC or one who fits your needs even better.
Hudson Wealth Management offers discretionary portfolio management, financial planning, and pension consulting services to employee benefit plans, institutional clients, and other entities, with the capacity to work with individual and trust clients as appropriate. Like most investment managers, the firm charges percentage-of-assets fees and operates under written advisory and custodial agreements. The firm tailors portfolios to clients’ objectives, risk tolerances, and time horizons, using fundamental and cyclical analysis alongside a mix of mutual funds, ETFs, listed securities, and, occasionally, short‑term trades or option strategies. Accounts are monitored and rebalanced on an ongoing basis, and the adviser can implement discretionary trading authority when agreed in writing. Distinctive for a small, state‑registered adviser, Hudson explicitly offers pension consulting and plan-level services — including fund selection advice, investment performance monitoring, and participant enrollment meetings — and provides investment‑related educational seminars for plan participants (these seminars are specific to pension clients and not offered to the public). The firm also documents ERISA‑related disclosures to plan fiduciaries and structures pension engagements with written agreements that define the scope and termination terms.
To learn more about the advisors currently working at Hudson Wealth Management, 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 |
|---|---|---|
Dallas, TX
| 8
|
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