A complete list of active advisors currently associated with Proprietor Wealth Management Inc.

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

Proprietor Wealth Management provides discretionary investment management and ongoing financial planning to individuals, their trusts and estates — including high‑net‑worth clients — and, on occasion, institutional investors. Services include tailored investment policy development, account‑level portfolio implementation, and advice about private investment funds for qualified investors. The firm follows an evidence‑based, long‑term approach grounded in Modern Portfolio Theory, constructing globally diversified portfolios of asset‑class funds with deliberate factor tilts and fixed‑income allocations to moderate volatility. Portfolios are managed at the individual account level with tax‑efficient rebalancing and access to institutional‑class funds and select Dimensional Fund Advisors strategies through a qualified custodian. Noteworthy distinctions include a concentrated client base with substantial assets under management per client, which corresponds with a highly individualized implementation and oversight model. The firm emphasizes access to institutional share classes and direct private fund opportunities for suitable investors while operating as a fee‑only fiduciary that requires clients to use a qualified custodian for execution and custody.

To learn more about the advisors currently working at Proprietor Wealth Management Inc., 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.