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

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

LoneTree Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, and businesses, offering investment management, financial planning, retirement plan advisory, and insurance consulting services. The firm reports managing approximately $47.1 million in client assets and delivers both discretionary and non‑discretionary portfolio management. The firm constructs customized portfolios using low‑cost mutual funds and ETFs, individual stocks and bonds, options, and alternative investments, generally with a long‑term focus while permitting shorter‑term trades for rebalancing or specific client objectives. LoneTree uses fundamental and cyclical analysis, provides continuous monitoring with formal reviews at least annually, and may implement portions of client portfolios through unaffiliated independent managers. Notably, LoneTree’s ownership group operates affiliated private investment vehicles (including a wholly owned subsidiary that serves as manager to a private fund) and discloses that a firm partner manages a private real‑estate portfolio with an Asset Value of roughly $543.5 million—an extent of private real‑asset activity that contrasts with the firm’s ~$47 million in client AUM. The brochure also highlights retirement‑plan services that can include 3(38) discretionary implementation and participation in Schwab’s institutional platform, which the firm says provides both client services and economic benefits to LoneTree.

To learn more about the advisors currently working at LoneTree 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.