A complete list of active advisors currently associated with Island Wealth Management

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

Island Wealth Management provides standalone financial planning and consulting to individuals, trusts, pension and profit‑sharing plans, and business entities. The firm’s planning scope includes retirement and estate planning, tax and corporate-structure analysis, cost segregation and real‑estate analysis, insurance review, and other project‑based financial plans, and it does not currently manage client investment portfolios or report assets under management. Work is delivered through written, project‑based plans and recurring planning engagements, with general investment advice provided to clients as part of those services. The firm uses asset allocation and a mix of fundamental, quantitative and technical analysis to inform recommendations, but it does not accept discretionary trading authority or custody of client assets; clients implement recommendations through custodians or via the firm’s representatives in their separate broker‑dealer or insurance capacities. Noteworthy aspects include the firm’s emphasis on fee‑for‑service planning rather than portfolio management or percentage‑of‑AUM billing, and its use of project and recurring planning arrangements instead of AUM fees. The advisory team includes CFP‑certified planners and an exit‑planning credential, and representatives are dually registered, a structure that enables implementation through third‑party broker‑dealer or insurance channels and creates disclosureable conflicts of interest.

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