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 advises individual and institutional clients — including high-net-worth individuals and employer-sponsored retirement plans — and provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting (including 3(21) services). The firm also offers sub-advisory arrangements and recently added a sub-advisory service tied to synthetic borrowing strategies. The firm constructs tailored portfolios that may include individual stocks, bonds, ETFs, mutual funds, options and private securities, and it monitors and rebalances accounts on an ongoing basis. Messina employs a broad set of analytical methods (fundamental, technical, quantitative and cyclical) and may implement hedging and options strategies — including box spreads and synthetic borrow implementations — and use third‑party sub-advisors for specialized exposures. Distinctive features include its recent formation and relatively small adviser team managing about $72 million across roughly 94 clients while explicitly integrating synthetic borrow/box‑spread techniques and potential digital asset services into its offering. The firm’s advisors also maintain broker‑dealer and insurance licenses, recommends Schwab as a custodian, and discloses fee‑deduction and standing‑letter authorization practices and related conflicts of interest.

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.