A complete list of active advisors currently associated with Outwing Private Wealth Management

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

Outwing Private Wealth Management advises individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities, offering fee‑based investment advisory services, financial planning, and a suite of family office and fiduciary services. The firm manages roughly $333 million in client assets and provides both discretionary portfolio management and access to third‑party managed account programs. The firm employs a tactical allocation strategy informed by fundamental analysis and custom portfolio construction, using a range of instruments such as equities, fixed income, mutual funds, options, and cash positions for hedging. Outwing provides either discretionary or non‑discretionary management tailored to client objectives and may recommend sub‑advisors while retaining ongoing oversight. Distinctive features include a relatively large asset base managed by a small advisory team and the firm’s willingness to enter into performance‑based fee arrangements with qualified clients for certain alternative investments, subject to safeguards such as hurdle and high‑water mark provisions. Outwing also offers an extensive family office platform—covering real estate oversight, privacy and cybersecurity consulting, concierge services, and fiduciary support—and maintains personnel licensed to transact commission‑based securities and insurance, which can create additional conflicts the firm discloses and seeks to manage.

To learn more about the advisors currently working at Outwing Private 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.