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

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

ProAthlete Wealth Management serves individual clients — including high-net-worth individuals — and retirement plan sponsors, providing financial planning, investment consulting, and both discretionary and non-discretionary portfolio management. The firm emphasizes implementation and coordination with other professionals (attorneys, CPAs, insurance agents) and can provide participant education and retirement-plan menu design for plan sponsors. Investment programs are tailored to client objectives and can be documented in a customized Investment Policy Statement; the firm uses strategic and tactical asset allocation across mutual funds, ETFs, separately managed accounts and may utilize fundamental, technical and charting analysis, options, and short- and long-term trading strategies. ProAthlete also places client assets with unaffiliated third‑party money managers when appropriate, conducts periodic reviews and delivers quarterly reports on holdings and performance. Distinctive features include its operating relationship within the Quincy Wells network and an affiliation with a broker‑dealer, Quincy Wells Capital LLC, which the firm may use for trade execution and which can act as a placement agent for alternative investments — arrangements that the firm discloses as potential conflicts of interest. The firm’s advisor model provides IARs with transition support, marketing assistance and, in some cases, loans, and it generally does not impose firmwide account minimums while offering multiple fee arrangements that can be negotiated.

To learn more about the advisors currently working at ProAthlete 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.