A complete list of active advisors currently associated with Next Up Wealth Advisors, LLC
Warmer can help you find a great advisor at Next Up Wealth Advisors, LLC or one who fits your needs even better.
Next Up Wealth Advisors provides portfolio management, financial planning, pension consulting, and selection-of-adviser services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm delivers both discretionary and non‑discretionary investment management and is compensated primarily through asset‑based advisory arrangements. NUWA’s investment process combines fundamental and evidence‑based analysis with strategic asset allocation and portfolio construction, implementing strategies largely through mutual funds and ETFs while selectively using alternative exposures (e.g., interval funds, REITs, commodities, managed futures, and momentum strategies). The firm may engage third‑party investment managers after due diligence, monitors accounts on a regular basis, and accepts ERISA fiduciary roles for retirement‑plan advisory engagements. The brochure discloses several features that are less common among similarly sized peers: NUWA coordinates with third‑party technology platforms (Pontera and Flourish Cash) and provides advisory access to my529 accounts, and it discloses a prior affiliation with Brightscape Investment Centers, Inc. that has since been terminated. It also describes serving in co‑trustee roles and offering defined fiduciary pension‑plan services and selective client concessions (such as discounts for veterans, law enforcement officers, and teachers), which distinguish its service mix from many peers.
To learn more about the advisors currently working at Next Up Wealth Advisors, 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.
You can also browse Next Up Wealth Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
King George, VA
| 19
| |
Scottsdale, AZ
| 8
|
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