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

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

Pleasantdale Wealth Management provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporate plan sponsors. The firm offers ongoing portfolio management and consulting that is tailored to each client’s stated goals, time horizon and risk tolerance. The firm’s investment approach uses fundamental security analysis alongside tactical asset allocation and may include long‑ and short‑term equity positions and options strategies (including covered and uncovered positions). Portfolios are managed on a discretionary basis with periodic rebalancing, monitoring for tax‑loss harvesting opportunities, and attention to share‑class selection to address mutual‑fund fee layering. Pleasantdale is a small, family‑owned advisory team that recently registered with the SEC (effective August 7, 2025) and reports no custody of client assets, no receipt of external sales or referral compensation, and that it does not vote client proxies. Distinctive offerings for a firm of its size include providing both ERISA 3(21) and 3(38) services to retirement plans and operating without an account minimum.

To learn more about the advisors currently working at Pleasantdale 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.