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

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

Polson Wealth Management provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, family offices, trusts, estates, private foundations and qualified retirement plans, and also acts for other institutional clients. The firm reports managing approximately $139 million in discretionary assets and typically charges asset‑based advisory fees under client agreements. Polson Wealth sponsors its own Polson Wealth Wrap Fee Program and often delivers investment management through that wrap arrangement, at times engaging unaffiliated external managers to implement client strategies. The firm describes a primarily fundamental, generally long‑term approach and commonly includes financial planning as part of services for wrap program clients. Compared with many independent peers, Polson Wealth’s brochure highlights several uncommon operational features: it acts as the sponsor of a wrap fee program, provides portfolio management to institutional clients (including retirement plans), and operates as a small multi‑person practice rather than a solo advisory. The brochure also discloses that certain representatives are registered representatives of an unaffiliated broker‑dealer and licensed insurance agents, and that the firm uses the Raymond James custodial platform and associated third‑party services — relationships the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Polson 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.