A complete list of active advisors currently associated with NTACT Retirement Solutions

Warmer can help you find a great advisor at NTACT Retirement Solutions or one who fits your needs even better.

Ntact Retirement Solutions provides discretionary asset management, financial planning, and consultation services to individual investors, including retirement and college funding planning, cash-flow and net worth analyses. The firm reports approximately $29.4 million in discretionary assets under management across roughly 75 client relationships and offers both ongoing portfolio management and stand‑alone hourly or fixed‑fee consultations. The firm’s investment approach emphasizes asset allocation and risk reduction, using a mix of securities including ETFs, mutual funds, stocks, bonds and short‑term instruments, with portfolio reviews ranging from quarterly to daily depending on service level. Ntact typically custodizes client assets through a major third‑party custodian and operates under limited discretionary authority while allowing clients to impose written investment restrictions and receive regular account statements. Distinctive elements disclosed in the brochure include licensed insurance activity and the occasional sale of commissionable insurance products (the firm discloses this may consume up to about 30% of advisory personnel time), the provision of complementary educational seminars and workshops to clients and prospects, and use of periodic informational materials or newsletters tied to its practice or custodian relationships. The firm also notes ancillary revenue from a digital estate‑planning platform and states its policy to disclose and manage potential conflicts between advisory recommendations and commissionable insurance sales.

To learn more about the advisors currently working at NTACT Retirement Solutions, 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.