A complete list of active advisors currently associated with Off the Bay Wealth LLC

Warmer can help you find a great advisor at Off the Bay Wealth LLC or one who fits your needs even better.

Off the Bay Wealth provides asset management, financial planning, tax planning and financial consulting to individual and corporate clients. The firm offers both ongoing investment management and standalone planning or consulting engagements and is newly registered with no assets under management reported in its brochure. The firm’s investment approach relies on fundamental analysis and a mix of long- and short-term holdings, using both tactical and strategic asset-allocation techniques while tailoring recommendations to each client’s objectives and risk tolerance. Portfolios are actively monitored with periodic reviews and the firm will adjust strategies for special situations such as concentrated positions, stock options, legacy holdings, or tax considerations. Distinctive features include offering fixed-fee and hourly engagement structures rather than the more common percentage-of-assets-under-management fee model used by most managers. The firm operates at a small scale with a single managing member who is a CFP certificant and maintains outside full‑time employment, and the brochure discloses other operational choices such as no soft-dollar arrangements and that clients retain proxy-voting authority.

To learn more about the advisors currently working at Off the Bay Wealth 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.