A complete list of active advisors currently associated with PK Wealth Advisors

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

PK Wealth Advisors operates as an investment manager that primarily works with retirement plans, pension and profit‑sharing plans, and other institutional or pooled vehicles rather than a broad roster of individual retail clients. The firm offers discretionary asset management, ERISA plan advisory services (limited‑scope 3(21) fiduciary work), and financial planning and consulting engagements. The firm generally manages accounts on a discretionary basis and may appoint Sub‑Advisors or other independent advisors to implement agreed investment models, retaining authority to hire and terminate those managers. Its investment process draws on fundamental, technical, charting and cyclical analysis and can incorporate long‑term holdings, trading, options and margin strategies, with periodic account reviews. Notable details in the brochure include a disclosed prior insurance‑license restriction (imposed in 2017 and later removed in 2020) and an affiliated insurance business in which a management person acts as a licensed insurance agent and may receive commissions, a conflict the firm discloses and says it mitigates. The firm’s emphasis on ERISA 3(21) pension consulting, its routine selection of other advisers for client accounts, and the availability of hourly or fixed‑fee planning services are practices it highlights that are less common among peer investment managers.

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