A complete list of active advisors currently associated with Measured Wealth Private Client Group, LLC

Warmer can help you find a great advisor at Measured Wealth Private Client Group, LLC or one who fits your needs even better.

Measured Wealth Private Client Group serves individuals, families, charitable organizations, pension plans and other businesses with asset management and planning services. The firm provides discretionary and non-discretionary portfolio management, written financial planning, pension consulting, and facilitation of estate-planning documents through a third‑party technology provider. Measured Wealth tailors portfolios from individual stocks and bonds, ETFs and mutual funds and emphasizes continuous account supervision with regular rebalancing. Its stated methods include quantitative, cyclical, fundamental and qualitative analysis, and the brochure discloses the use of margin and option-writing strategies — including a disclosed additional 0.25% advisory charge when option strategies are employed. What distinguishes the firm in its disclosure is the level of detail on alternative implementation and risks: a formal ESG screening model that cites MSCI, Morningstar Sustainalytics, S&P Global, ISS and LSEG data, and an explicit discussion of derivatives, margin and option risks in client accounts. The brochure also highlights relationships and potential conflicts of interest — an affiliated insurance agency, third‑party estate‑planning arrangements, use of independent money managers, and participation in custodial referral programs — which are described as part of its governance and client‑service approach.

To learn more about the advisors currently working at Measured Wealth Private Client Group, 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.