A complete list of active advisors currently associated with Maseco Private Wealth

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

Maseco Private Wealth is an SEC‑registered, FCA‑authorised wealth manager that provides fee‑based private wealth services and financial planning to individual clients, high‑net‑worth individuals, trusts and charitable organizations. Its offerings include discretionary and non‑discretionary portfolio management, model multi‑asset portfolios and comprehensive wealth planning covering tax, retirement, estate and charitable giving. The firm follows a systematic, evidence‑based investment process that emphasizes institutional asset‑class strategies, broadly diversified ETF‑based model portfolios and an Investment Policy Statement for each client; it also offers bespoke portfolio adjustments and a Low Carbon Centric option for clients seeking carbon‑screened allocations. Portfolios are regularly monitored and rebalanced, with annual suitability reviews and quarterly reporting, and execution is arranged through third‑party custodians and platforms. Distinctive features relative to many multi‑team peers include that Maseco’s principal office is outside the U.S. and it maintains a significant non‑U.S. client base, alongside recent affiliation as a wholly owned subsidiary of Creative Planning Holdco. The firm also combines advisory services with insurance broker/agent activities, produces firm communications such as periodicals/newsletters, and generally structures client billing on a percentage‑of‑AUM basis rather than fixed‑fee arrangements.

To learn more about the advisors currently working at Maseco Private Wealth, 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.