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

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

Joyce Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations and retirement plans, and serves as an ERISA fiduciary when engaged for plan consulting. The firm manages about $483 million in client assets for roughly 185 clients on both discretionary and non‑discretionary bases. JWM primarily allocates client assets among third‑party independent investment managers and uses a third‑party managed‑account platform to select and monitor those managers, while also using mutual funds, ETFs and occasional individual securities. Its process combines fundamental and technical analysis and is tailored to clients’ risk tolerance, time horizon and cash‑flow needs, including cash‑flow laddering for distributions where appropriate. Distinctive aspects include that JWM sponsors and manages its own Joyce Wealth Management Wrap Program (described in the Firm’s Wrap Brochure), a feature uncommon among peers, and that the firm advertises third‑party ratings. The firm uses Broadridge to administer proxy voting for Independent Manager‑directed wrap assets while not voting proxies for individual securities and ETFs it manages directly, and receives platform and execution support from Trade‑PMR.

To learn more about the advisors currently working at Joyce 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.