A complete list of active advisors currently associated with Penmar Wealth Management LLC

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

Penmar Wealth Management offers discretionary asset management and financial planning services, including comprehensive financial plans and topic-specific consultations addressing goals, cash flow, retirement strategy, tax reduction, insurance and estate preservation. The firm reports managing $151,495 of discretionary assets for two clients and is operated by two advisory representatives. Investment programs are developed from each client’s stated goals, time horizon and risk tolerance and draw on methods such as fundamental and technical analysis, charting, cyclical analysis and Modern Portfolio Theory; strategies may include long- and short-term holdings, options and margin. The adviser typically operates with full discretionary trading authority, may hire and terminate sub‑advisors to manage all or part of client assets, and permits clients to impose written investment restrictions. A distinctive feature is that the firm’s principals maintain affiliated insurance businesses and are licensed to sell insurance products, which the brochure discloses can generate separate commission compensation and create potential conflicts of interest mitigated by disclosure and fiduciary duties. Other notable aspects for a firm of this scale include a stated $250,000 account minimum that may be lowered or waived, the adviser’s practice of not voting client proxies (clients receive proxies directly), and the firm’s policy not to aggregate trades across client accounts.

To learn more about the advisors currently working at Penmar 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.