A complete list of active advisors currently associated with Peerless Wealth

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

Peerless Wealth provides financial planning, discretionary investment management, qualified plan consulting, and financial consulting to a mix of individuals, high net worth clients, families, trusts, estates, businesses, charities, and retirement plans. The firm manages approximately $122 million in discretionary assets across about 219 client relationships and also serves as a sub‑adviser to an exchange‑traded fund. The firm follows a strategic asset allocation approach, offering proprietary model portfolios as well as custom portfolios tailored to client objectives, risk tolerance, and time horizon. Investment decisions draw on macroeconomic, fundamental, quantitative, qualitative, and technical analysis, and the firm may use options, margin, third‑party managers, and periodic rebalancing within client mandates. What distinguishes Peerless Wealth from many peers is its role as a sub‑adviser and co‑manager of an ETF that employs option strategies, and its explicit servicing of an investment company client — arrangements that are uncommon among similarly sized advisory teams. The firm’s principals and some staff maintain outside investment roles (including involvement with a hedge fund and other private ventures), and the firm discloses and manages related conflicts through trade‑allocation procedures, best‑interest reviews, and compliance oversight.

To learn more about the advisors currently working at Peerless Wealth, 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.