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

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

Power Wealth Management serves individual and high‑net‑worth clients by providing discretionary wealth management and portfolio management alongside financial planning (including standalone planning) and non‑discretionary retirement plan consulting. The firm manages roughly $430 million and works with individuals, estates and trusts to provide ongoing investment advice and planning. The firm implements discretionary strategies that allocate across individual equities, ETFs, mutual funds, fixed income and, when appropriate, private funds such as private equity, private debt and real estate funds. PWM uses third‑party model strategists through Orion Communities and may engage separate account managers, and the brochure discloses that it may employ derivatives (options) and margin (borrowing) in separately managed accounts, with attendant options‑ and margin‑risk disclosures. Distinctive operational features include the ability to manage accounts through a third‑party platform that facilitates multiple custodians and provides billing, trading and reporting services, and the firm offers periodic complimentary educational workshops and retirement‑participant seminars. The brochure also discloses related business relationships and potential conflicts of interest: the firm’s owners operate an affiliated insurance agency (with advisors licensed to sell insurance and receive commissions) and the firm works with insurance marketing and platform providers and a workshop‑consulting business that supports other advisers.

To learn more about the advisors currently working at Power 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.