A complete list of active advisors currently associated with Parallel Wealth Management

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

Parallel Wealth Management is a state-registered independent investment adviser that provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, managing roughly $43.4 million across about 53 client relationships. Like many independent advisers, the firm charges percentage-of-assets-under-management fees and constructs portfolios tailored to client objectives. The firm employs both passive and active management and uses a mix of fundamental, technical, cyclical and charting analysis to develop client-specific investment policies and asset allocation targets. Clients receive ongoing portfolio supervision plus written financial plans and implementation support that cover retirement, estate, tax, employee benefits and business-planning topics. What is less common for a firm of this scale is that Parallel Wealth advises pension or profit-sharing plan clients and offers educational seminars or workshops as part of its services. The principal’s Enrolled Agent credential, ownership of Parallel Tax LLC, and the firm’s disclosure that it advises on banking assets in excess of $14 million (which it does not bill on) indicate an atypical overlap of tax, banking and fiduciary planning capabilities.

To learn more about the advisors currently working at Parallel 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.