A complete list of active advisors currently associated with TrueWater Wealth

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

Truewater Wealth serves individual and business clients, including qualified retirement plans, with a mix of portfolio management, financial planning, pension consulting, and tax and accounting services. The firm provides ongoing discretionary investment management alongside tax preparation, bookkeeping, payroll, and other accounting engagements that clients may contract for separately. The firm typically begins relationships with an initial consultation to document goals, risk tolerance and a target asset allocation, then implements strategies on a discretionary basis across stocks, ETFs, bonds, mutual funds and, where appropriate, digital assets. Truewater Wealth also supports retirement-plan work, offering ERISA §3(21) consulting and, when contracted, §3(38) investment manager services, and uses a third‑party platform to advise held‑away defined‑contribution accounts without taking custody. What distinguishes Truewater Wealth from many peers is its integrated RIA/CPA model: the firm operates as both a registered investment adviser and a certified public accounting practice, and roughly 60% of its business is focused on accounting and tax services. The firm has formal policies around the use of third‑party, AI‑enabled tools (with human review and a prohibition on using client MNPI) and includes staff expertise in blockchain and digital assets, which inform its broader service mix.

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