A complete list of active advisors currently associated with Onyx Wealth Management LLC
Warmer can help you find a great advisor at Onyx Wealth Management LLC or one who fits your needs even better.
The firm provides discretionary investment management and financial planning to individuals, trusts, estates, small businesses and, notably, charitable organizations. Services include tailored portfolio construction using equities and diversified ETFs, cash-flow analysis, insurance and referrals to tax or estate professionals as part of comprehensive financial planning. Investment decisions draw on both fundamental and technical analysis to build portfolios aligned with clients’ objectives, liquidity needs, risk tolerance and tax considerations. Portfolios are typically managed on a discretionary basis through a nationally recognized custodian, with ongoing monitoring and at least annual account reviews. The firm’s brochure discloses two less-common features for peers: it accepts charitable organization clients and permits supervised persons who are licensed insurance agents to recommend insurance products on a commission basis, creating a disclosed potential conflict of interest. The brochure also notes that the principal maintains a separate, non-advisory full‑time engagement outside the firm and that insurance-related activities are limited in scope, both of which are highlighted as operational considerations for prospective clients.
To learn more about the advisors currently working at Onyx 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 |
|---|---|---|
Lakewood, NJ
| 3
|
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