A complete list of active advisors currently associated with Minder Narusiewicz, Inc.

Warmer can help you find a great advisor at Minder Narusiewicz, Inc. or one who fits your needs even better.

Minder Narusiewicz, Inc. is a registered investment adviser that works primarily with individual and high‑net‑worth clients and maintains a small, single‑advisor practice managing roughly $27.1 million for about 29 clients. The firm offers non‑discretionary portfolio management, written financial planning, participation in a wrap fee program through Vision2020 Wealth Management Corp., and additional services such as tax preparation and recommendations for various financial products. The firm constructs individualized portfolios using a risk‑tolerance questionnaire and asset‑allocation and optimization tools, and may include mutual funds, ETFs, equities, options and variable annuity sub‑accounts in client portfolios. Advisory services on the firm’s Advisor Managed Portfolios platform are delivered through Pershing for execution, clearing and custody, with clients retaining approval authority for trades under non‑discretionary arrangements. What is distinctive about Minder Narusiewicz is the combination of roles its advisers hold: they are registered representatives of Osaic Wealth, Inc. and are licensed insurance agents, and the firm acts as a portfolio manager for a wrap fee program—practices that introduce commission‑based compensation and product sales in addition to advisory fees. The firm’s model of primarily non‑discretionary management alongside broker‑dealer registration, insurance sales, wrap program sponsorship, and offering tax preparation distinguishes it from many peer independent advisers.

To learn more about the advisors currently working at Minder Narusiewicz, Inc., 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.