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

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

Perspective Wealth Management provides financial planning and portfolio management to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary advisory relationships and ongoing account monitoring. Services include written Investment Policy Statements, tailored asset allocation, and periodic reviews alongside standalone financial planning engagements. The firm follows an objective‑based investment approach that emphasizes equity mutual funds and ETFs for long‑term holdings and constructs portfolios to match each client’s risk tolerance and goals. PWM conducts continuous oversight of accounts, implements trades under discretionary authority when engaged, and discloses that it may recommend margin (borrowing) only in limited circumstances and primarily for high‑net‑worth clients. PWM is notable for managing over $525 million in client assets, producing an unusually high assets‑per‑advisor ratio for a team‑style firm, and for operating a wrap‑fee program while relying on Schwab’s institutional custody and support services. The firm’s advisors are also independently licensed to sell insurance and may receive commissions for those sales—an arrangement the brochure identifies as a potential conflict of interest—and the firm recently rebranded from The Junk Investment Group, LLC to d/b/a Perspective Wealth Management.

To learn more about the advisors currently working at Perspective 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.