A complete list of active advisors currently associated with MFT Wealth Management
Warmer can help you find a great advisor at MFT Wealth Management or one who fits your needs even better.
MFT Wealth Management, Inc. is an SEC‑registered independent investment adviser that serves a limited group of clients—principally high‑net‑worth individuals, trusts, estates, business entities, and institutional clients—through financial planning, discretionary investment management, and a dedicated short‑term trading service. The firm manages a concentrated book of business (roughly $136 million across a small number of client relationships) and generally applies high account minimums for its investment and trading services. MFT’s investment approach combines Modern Portfolio Theory with both strategic and tactical asset allocation, constructing portfolios from equities, fixed income, and exchange‑traded funds, including cryptocurrency‑linked and precious‑metals ETFs, and offering Sharia‑compliant options when requested. For clients who opt into active trading, the firm operates a discretionary short‑term trading program grounded in technical analysis and may employ margin, short selling, and options, while using tactical cash positioning as a risk management tool. Notable distinctions include the firm’s willingness to provide portfolio management to institutional and business clients — a service uncommon among solo independent advisers — and its small, high‑minimum client base that produces concentrated assets under management per relationship. The brochure also discloses that the firm’s principal is licensed to sell insurance and may receive commissions on annuity and insurance sales, a material conflict of interest that the firm identifies and discloses to clients.
To learn more about the advisors currently working at MFT 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.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 8
|
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