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 financial planning and consulting to individuals, trusts, retirement plans and business clients, delivering written financial plans that address areas such as retirement, estate, tax, business and exit planning. The firm offers project-based and recurring planning engagements and does not sponsor wrap fee programs. The firm emphasizes a planning-first model and provides general investment advice informed by fundamental, quantitative and technical analysis and asset-allocation frameworks, while leaving implementation decisions to clients. Island Wealth does not accept discretionary authority to manage accounts, reports no regulatory assets under management, and does not custody client funds or securities. What is notable about this team is its focus on fee-for-service planning rather than portfolio management: it does not conduct portfolio management for individual accounts, does not use percentage-of-AUM billing, and does not charge performance-based fees. The firm also documents exit-planning expertise (CEPA) in addition to CFP credentials, and its advisers are dually registered with a broker-dealer, which the brochure discloses as a potential implementation pathway and a source of 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.