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

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

Intuitive Wealth Management, LLC provides investment advisory services to individual clients through discretionary and non-discretionary managed account programs, offering portfolio management, written investment strategies, and ongoing suitability reviews. The firm works with common investment vehicles such as cash, stocks, mutual funds, bonds and annuities and incorporates consulting into its asset management relationships. Portfolios are tailored to clients’ stated goals, time horizons and risk tolerances, using strategies that include strategic asset allocation, dollar-cost averaging, and a mix of long- and short-term positions, with at least quarterly account reviews. The firm’s disclosure also notes use of third-party service providers that incorporate artificial intelligence and machine learning, and it emphasizes the tax implications of its strategies and the importance of coordinating with a tax professional. Noteworthy for its peer group, the firm recommends and sponsors a wrap fee program and provides a separate wrap brochure explaining that wrap accounts are managed similarly to non-wrap accounts but include bundled execution costs. The firm’s principal holds CFP® certification and is also a licensed insurance agent who may offer commissionable insurance products to clients, a dual role the brochure discloses and clarifies is not required for clients to accept.

To learn more about the advisors currently working at Intuitive 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.