A complete list of active advisors currently associated with Messina Wealth Management, LLC

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

Messina Wealth Management serves individual clients — including high-net-worth households — and institutional retirement plans, offering portfolio management, financial planning, and retirement-plan advisory services. Like many supported firms, it primarily charges percentage-of-AUM advisory fees and delivers ongoing monitoring and rebalancing for client portfolios. The firm constructs tailored portfolios using a mix of fundamental, technical, quantitative, and modern-portfolio-theory approaches and may employ long- and short-term strategies, hedging, options, and tax-loss harvesting where appropriate. It manages accounts on both discretionary and non-discretionary bases and reviews accounts at least annually while providing more frequent contact as client circumstances or markets warrant. A small, two-advisor practice managing roughly $72 million in assets combines retail wealth management with specialized services for plan sponsors (including acting in a 3(21) fiduciary capacity and providing discretionary participant advice through brokerage windows). The firm also identifies nonstandard planning work — such as cost-segregation studies, corporate-structure and real-estate analysis, and a stated ability to offer digital-asset services — and discloses that some advisors are licensed broker-dealer representatives and insurance agents, with policies in place to manage the resulting conflicts and fee interactions.

To learn more about the advisors currently working at Messina Wealth Management, 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.