A complete list of active advisors currently associated with Pro Capital Wealth Management

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

Pro Capital Wealth Management provides portfolio management, pension consulting for employee benefit plans, and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, trusts, and similar entities. Its advisory relationships typically include the development of written investment policy statements and ongoing reviews of client portfolios. The firm generally manages client accounts on a discretionary basis using model portfolios, tactical and strategic asset allocation, and a combination of charting and fundamental analysis, while pension consulting is delivered on a non‑discretionary basis. It relies on third‑party platforms for model implementation and for management of held‑away defined‑contribution participant accounts, and it uses industry planning software to produce tailored financial plans. Distinctive features include an affiliation with an insurance agency and the fact that certain firm principals are licensed insurance agents who may receive commissions on insurance and annuity sales; the firm discloses this conflict and says it manages it through supervisory oversight and client disclosure. The firm’s use of a held‑away account platform and third‑party model providers — and the vendor relationships and sponsorships that accompany them — are also emphasized in its disclosures and subject to periodic review.

To learn more about the advisors currently working at Pro Capital 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.