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 is a small independent advisory firm that provides discretionary asset management, financial planning, and retirement‑plan consulting to individuals, trusts, and employer‑sponsored plans. The firm offers ongoing portfolio management, standalone or full financial planning, and serves in a limited‑scope ERISA 3(21) capacity for qualified retirement plans. Investment programs are personalized to each client’s goals, time horizon, and risk tolerance and implemented on a discretionary basis using a mix of fundamental, technical, charting, and cyclical analysis; strategies can include long‑term holdings, trading, options, and margin where appropriate. The firm may engage sub‑advisors to manage portions of portfolios and conducts periodic reviews (quarterly or as market conditions dictate) to assess allocations, rebalancing, and tax‑loss harvesting opportunities. Distinctive aspects disclosed in the brochure include that a principal maintains a separate licensed insurance practice and may receive commissions for insurance sales, a relationship the firm identifies as a conflict of interest and mitigates through disclosure and procedures. The firm also highlights its ERISA plan services with specified exclusions for employer securities and certain non‑public or illiquid assets, and it discloses a prior regulatory restriction imposed in 2017 related to a reporting issue that was removed in 2020.

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.