A complete list of active advisors currently associated with Mirretti Perryman Wealth Strategies, LLC

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

Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning and consulting, and retirement‑plan participant account services to individuals (including high‑net‑worth clients), trusts, retirement plans, and other entities. The firm also offers family‑office services and may allocate all or a portion of client assets to third‑party sub‑advisers. MPWS builds customized, risk‑based and tax‑aware model portfolios — including multi‑sleeve model approaches — and uses methods such as modern portfolio theory, quantitative optimization, factor and fundamental analysis to monitor and rebalance client accounts. The firm supplements its in‑house advice with third‑party managers and uses a third‑party platform (Pontera) to manage held‑away defined‑contribution plan participant accounts while avoiding direct custody. Notably, MPWS operates as a wrap fee program sponsor and delivers portfolio management exclusively through a wrap arrangement that bundles advisory and execution services, a practice the firm highlights in its disclosure materials. The brochure also notes commission‑based brokerage accounts as a potential rollover alternative for clients, and MPWS provides complimentary basic financial planning for certain advisory clients and includes investment management in negotiated family‑office engagements, distinguishing its service mix among small, recently established advisers.

To learn more about the advisors currently working at Mirretti Perryman Wealth Strategies, 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.