A complete list of active advisors currently associated with K2 Wealth Management LLC

Warmer can help you find a great advisor at K2 Wealth Management LLC or one who fits your needs even better.

K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, offering discretionary investment management alongside comprehensive financial counseling that covers retirement planning, advanced tax and estate planning, life insurance review, and liability/risk management. The firm also facilitates implementation and coordinates with third-party professionals such as attorneys and accountants as part of its ongoing client service model. The firm uses a goals- and risk-based approach to construct customized portfolios, employing quantitative methods, factor investing and optimization alongside mutual funds, ETFs, individual securities and third‑party sub-advisers. K2 WM monitors accounts regularly (at least annually), may obtain limited trading authority for discretionary management, and accesses sub-adviser strategies through a GeoWealth platform. Noteworthy distinctions include the firm’s small advisory team managing roughly $120 million for about 70 clients and its recent registration history, which may result in a relatively concentrated advisor-to-AUM ratio compared with peers. The brochure also discloses that a firm principal is a licensed insurance agent who may receive commissions for insurance product recommendations (an activity the firm states occupies about 5% of that principal’s time), and the firm requires clients to custody assets with specified institutional custodians, which can affect available share classes and program options.

To learn more about the advisors currently working at K2 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.