A complete list of active advisors currently associated with Inlight Wealth

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

Inlight Wealth provides discretionary and non‑discretionary portfolio management, financial planning and general consulting to individuals (including high net worth), corporations, trusts, estates, charitable organizations and retirement/pension plan participants, managing roughly $843 million in client assets. Financial planning is typically delivered in conjunction with portfolio management rather than as a standalone service. The firm develops individualized Financial Profiles and Investment Plans for each client and implements those plans using separately managed accounts, mutual funds, ETFs, closed‑end funds, individual equities and fixed income, and by selecting Separate Account Managers when appropriate. Implementation may include a mix of long‑term holdings, trading, options strategies (covered calls and puts) and other derivatives, and the firm provides both discretionary and non‑discretionary arrangements depending on client preference. Notable distinctions include acting as the sponsor of a wrap fee program for many portfolio clients and an affiliation with related entities that manage a private fund (West Elk), which the firm may recommend; clients who invest in that private fund pay the fund’s fees rather than separate advisory fees to the firm. The firm’s willingness to use derivatives and options within separately managed accounts, together with its role as wrap sponsor and its affiliated fund relationship, are highlighted in the brochure as areas where conflicts can arise and are addressed through disclosure, fee allocation policies and the firm’s code of ethics.

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