A complete list of active advisors currently associated with Local Wealth Advisors

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

Local Wealth Management advises and manages private investment funds for qualified investors and provides retirement plan consulting and discretionary retirement plan management for employer plan sponsors. The firm also offers financial planning and coordinates onboarding and selection of third‑party or “Outside Managers” to run client accounts when appropriate. Its investment approach combines fundamental analysis with Modern Portfolio Theory, using both passive and active vehicles and an asset‑allocation framework that emphasizes liquidity, tax considerations, and diversification. LWM discloses that it makes discretionary investment decisions for its Funds and for plan management, and that it conducts ongoing review and due diligence of any Outside Managers it recommends. What is distinctive about the firm is the combination of services — operating private pooled funds across strategies (long/short equity, credit, private equity, venture capital, real estate) while also acting as an ERISA 3(38) style investment manager and retirement plan consultant — given the firm’s recent formation and single‑principal structure. The founder’s professional qualifications (including a master’s in financial planning and CFP® certification) and the formalized Outside Manager selection and monitoring process are emphasized in the brochure.

To learn more about the advisors currently working at Local Wealth Advisors, 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.