A complete list of active advisors currently associated with Pebble Valley Wealth Management
Warmer can help you find a great advisor at Pebble Valley Wealth Management or one who fits your needs even better.
Pebble Valley Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and retirement-account advice to individuals, high-net-worth clients, and retirement plans. The firm manages approximately $129 million in discretionary assets for roughly 97 clients and delivers ongoing portfolio supervision and periodic financial planning deliverables. PVWM builds portfolios primarily with low-cost mutual funds and ETFs but will use individual stocks, bonds, and option contracts as appropriate; strategies are generally long-term but the firm may trade or reallocate positions more quickly for rebalancing or client-specific objectives. The firm employs both fundamental and technical analysis, conducts regular reviews, and provides fiduciary guidance on ERISA and IRA matters including rollover discussions. A distinctive operational feature is the firm’s use of options and other derivatives within client accounts, a capability that is relatively uncommon among peers in its category and is used for hedging and strategy implementation. The small advisory team includes professionals holding advanced credentials (CFP, CFA, FSA), the firm may hold limited custody through client login access and therefore undergoes an independent annual surprise examination, and it recently transitioned to SEC registration.
To learn more about the advisors currently working at Pebble Valley 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.
Name |
Location |
Years of experience |
|---|---|---|
Western Springs, IL
| 18
| |
Western Springs, IL
| 5
|
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