A complete list of active advisors currently associated with O'Haver Wealth Management, LLC
Warmer can help you find a great advisor at O'Haver Wealth Management, LLC or one who fits your needs even better.
O'Haver Wealth Management, LLC provides ongoing portfolio management and financial planning to individuals, high-net-worth individuals, charitable organizations, and corporate/business clients. The firm prepares an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management as well as one‑time financial planning engagements. The firm’s investment process is built around client‑specific IPS documents and combines charting, fundamental, quantitative and technical analysis to implement tailored asset allocation and security selection. It limits recommendations primarily to mutual funds, fixed income, ETFs (including precious‑metal ETFs), annuities and private placements, and uses strategies that can include long‑term and short‑term trading, options and short sales while providing quarterly reporting through the custodian. Distinctive features relative to many solo independent advisers include an affiliation with insurance businesses: the firm’s principal is a licensed insurance agent and the firm may recommend commissionable insurance products (conflicts are documented and clients may purchase recommended products elsewhere). The firm also serves institutional‑type clients (such as corporate entities and charitable organizations, and relationships that can include pension or profit‑sharing plan work), requires use of Folio Institutional as custodian, and may receive occasional soft‑dollar research benefits.
To learn more about the advisors currently working at O'Haver 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 |
|---|---|---|
Newark, NY
| 18
|
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