A complete list of active advisors currently associated with Queen City Wealth

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

Queen City Wealth Partners provides investment management and financial planning services to individuals and high‑net‑worth clients, offering both ongoing and project‑based planning engagements and discretionary portfolio management. The firm operates on a fee‑only basis and may advise on equities, fixed income, mutual funds, ETFs, cash equivalents, and cryptocurrency exposure directly or via investment vehicles. The firm’s investment approach blends Modern Portfolio Theory and fundamental analysis, using a mix of passive and active vehicles to construct asset‑allocation driven portfolios tailored to client goals and risk tolerance. QCWP may engage independent outside managers and subscribe to third‑party model portfolios while retaining responsibility for ongoing monitoring and periodic reviews of those solutions. What sets the firm apart from many peers is its routine selection and recommendation of other advisers and model portfolios, supported by due diligence that assesses managers’ performance, holdings, and compliance infrastructure — a practice the brochure highlights as part of its service model. The firm is newly formed and reported no assets under management at filing, and the brochure discloses that the principal maintains substantial outside employment that occupies a majority of their time.

To learn more about the advisors currently working at Queen City Wealth, 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.