A complete list of active advisors currently associated with Objectivity Squared Wealth Management

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

Objectivity Squared Wealth Management provides wealth management, discretionary investment management, and financial planning to individuals (including high-net-worth clients), charitable organizations, corporations, and retirement plans. Services range from ongoing portfolio management using low-cost mutual funds and ETFs to financial planning, retirement advice, and, for certain clients, access to third‑party private equity vehicles. The firm operates as a fiduciary and generally pursues a long-term, discretionary investment approach while employing both fundamental and technical analysis to build diversified portfolios that may also include individual stocks, bonds, options, and structured products. Accounts are monitored on a continuous basis with formal reviews at least annually, and strategies are customized through direct client interaction and portfolio rebalancing to reflect each client’s objectives and risk tolerance. OSWM discloses that it sponsors a wrap fee program that bundles custodial and administrative “Covered Costs” into a single asset‑based fee (see Appendix 1) and maintains an institutional relationship with Raymond James that provides reduced‑cost platform software, access to block trading, an institutional trading desk, and related services in exchange for a monthly platform fee. The firm manages roughly $488 million on a discretionary basis across a modest client base without generally imposing a minimum relationship size, and some advisory persons maintain insurance licenses and may receive commissions for insurance product sales, a disclosed potential conflict of interest.

To learn more about the advisors currently working at Objectivity Squared Wealth Management, 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.