A complete list of active advisors currently associated with Make Way Wealth Management

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

Make Way Wealth Management works with individuals (including high-net-worth clients), corporations, charities, and pension and profit-sharing plans, maintaining roughly 120 client relationships and managing about $80 million in client assets. The firm offers comprehensive financial planning and consulting, discretionary portfolio management using proprietary model portfolios, and written financial plans for clients who receive comprehensive planning services. The firm’s investment approach emphasizes strategic diversification along with technical and cyclical analysis, and it documents client goals through interviews and risk-tolerance questionnaires to tailor portfolio roles (for example, growth versus income). Make Way typically manages accounts on a discretionary basis and may combine its in-house models with third-party manager exposure to reflect client objectives and tax or fee considerations. Distinctive elements include a recently disclosed relationship with Crystal Capital Partners that provides qualified clients access to customized private equity and hedge-fund series portfolios with institutional reporting and due diligence, an offering not commonly available at similarly sized firms. The firm’s principal is also licensed as an insurance agent and may receive commissions on insurance products; the brochure discloses this potential conflict of interest and describes procedural steps intended to mitigate it.

To learn more about the advisors currently working at Make Way 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.