A complete list of active advisors currently associated with InterWealth Management, LLC

Warmer can help you find a great advisor at InterWealth Management, LLC or one who fits your needs even better.

InterWealth Management, LLC provides portfolio management to individuals, high‑net‑worth households, trusts and closely held businesses, and offers retirement income planning, 401(k)/profit‑sharing plan advice and 529 plan guidance. With roughly $298 million in assets under management and a five‑advisor team, the firm primarily implements diversified mutual fund and ETF portfolios and will add individual stocks when appropriate. The firm’s investment process centers on matching portfolios to client risk tolerance using vetted diagnostic questionnaires, continuous monitoring and quarterly reviews; its primary strategy is buy‑and‑hold with quarterly rebalancing and dividend reinvestment. InterWealth typically operates on a non‑discretionary basis—recommending and monitoring investments and notifying clients before trades—rather than exercising routine discretionary trading for most accounts, which is uncommon among peer firms. Distinctive features include a team with varied industry and platform experience, including a member with prior military service, and use of third‑party research from Russell, BlackRock and Morningstar to evaluate funds. The firm does not take custody of client assets, does not aggregate client trades, recommends Fidelity as its primary custodian, and maintains a formal Code of Ethics with pre‑clearance and employee‑trading monitoring.

To learn more about the advisors currently working at InterWealth 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.