A complete list of active advisors currently associated with InCred Wealth Inc.
Warmer can help you find a great advisor at InCred Wealth Inc. or one who fits your needs even better.
InCred Wealth Inc. provides investment advisory and consulting services to a range of clients, including high net-worth individuals, qualified purchasers, accredited investors, pension and profit-sharing plans, trusts, small businesses and corporations. Like many peers, it offers portfolio management for individuals and charges fees based on a percentage of assets under management, and it also provides project-specific general and institutional consulting. The firm’s client process begins with developing a Financial Profile and an Investment Plan and implements strategies on a discretionary or non-discretionary basis, generally favoring a long-term approach while permitting shorter-term trades when appropriate. Its methods emphasize fundamental analysis and diversification across mutual funds, private funds, and individual equities, and the brochure notes that tax efficiency is not a primary management focus unless otherwise agreed in writing. InCred is distinguished by its group structure and product affiliations: it is owned by InCred Capital entities, lists numerous international affiliates, and sponsors alternative private funds (including the InCred Credit Opportunities Fund and InCred Growth Partners Fund – I), while an affiliated broker-dealer, InCred Securities, is in the FINRA application process — features that are uncommon among similar supported firms. The adviser is newly formed with a small advisory team and reported no assets under management as of August 25, 2026, which may affect how it draws on affiliates, sub‑advisors and third-party relationships as it builds client business.
To learn more about the advisors currently working at InCred Wealth Inc., 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.
You can also browse InCred Wealth Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 11
| |
Holbrook, NY
| 26
|
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