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

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

Professional Wealth Management Services LLC serves individuals and trusts with fee-only financial planning, discretionary portfolio management, a bundled wrap fee program, and one-time flat-fee planning engagements. The firm manages roughly $136 million for about 60 clients through a two-advisor team and emphasizes suitability and tailored services rather than a fixed account minimum. The firm’s investment process begins with an extensive initial interview, multiple risk-tolerance assessments, and planning software to shape individualized strategies focused on diversification, asset-class and sector allocation, and individual security selection. PWMS implements these strategies on a discretionary basis for many clients and, for wrap program participants, bundles asset allocation, trade execution, and related administrative activities so those clients do not pay trade execution charges directly. PWMS is relatively uncommon among its peers in acting as a wrap fee program sponsor and in having principals who are independently licensed insurance agents; advisors may offer or arrange life, health, long-term care, and Medicare supplement insurance as a separate outside business activity. The firm operates on a fee-only advisory model for investment services and uses an independent qualified custodian to execute and custody client assets, with periodic verification of custodian activity.

To learn more about the advisors currently working at Professional Wealth Management Services 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.