A complete list of active advisors currently associated with Perceptive Wealth Advisors LLC

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

Perceptive Wealth Advisors LLC is a small, independent advisory firm serving individual and high‑net‑worth clients, managing roughly $10.4 million in discretionary assets across a limited client base of 18 relationships. The firm provides portfolio management along with a range of financial planning services, including comprehensive ongoing planning, project-based one-time plans, and need‑based hourly engagements tailored to client goals. The firm primarily practices passive investment management—constructing portfolios using index mutual funds and ETFs to manage correlation, risk, and tax efficiency—while also employing fundamental, technical, and charting analysis and referring to outside managers when appropriate. Accounts are managed on a discretionary basis according to individualized investment policy statements and are reviewed periodically for alignment with client objectives. Distinctive features include a regular program of educational seminars and speaking engagements offered to organizations and the public (with some presentations provided pro‑bono), and a principal who holds both CFA and CFP credentials as highlighted in the brochure. The firm also emphasizes coordination with clients’ other advisers (attorneys, tax and accounting professionals) and the ability, at the firm’s discretion, to transition clients among one‑time, hourly, and ongoing planning arrangements.

To learn more about the advisors currently working at Perceptive Wealth Advisors 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.