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

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

Mussett Wealth Management provides personalized financial planning, investment management and consulting to individuals, charitable organizations and businesses, and it also serves pension and profit‑sharing plans. The firm reports managing about $110.4 million in discretionary and non‑discretionary assets for roughly 95 clients and offers ERISA 3(38) and 3(16) plan services. Its investment approach emphasizes strategic asset allocation with a core‑and‑satellite mix of actively and passively managed mutual funds and exchange‑traded funds, implemented primarily through discount brokers and no‑load funds. Client relationships are tailored with written investment policy statements, ongoing account reviews and quarterly reporting, and the firm provides participant education and retirement‑plan committee support. Mussett’s ADV shows institutional client relationships that are uncommon for firms of its size, including entities beyond typical retail clients (for example, the firm reports serving pension plans and other institutional client types). This institutional work is reflected in its comprehensive ERISA plan‑management and oversight of third‑party service providers, combined with retail financial planning and licensed insurance activities.

To learn more about the advisors currently working at Mussett 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.

Name	Location	Years of experience
Helen Carroll	Rensselaer, NY	12
Olivia Mussett	Rensselaer, NY	8

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