A complete list of active advisors currently associated with Rawlings Wealth Management
Warmer can help you find a great advisor at Rawlings Wealth Management or one who fits your needs even better.
The firm is an independent, single‑advisor registered investment adviser that serves individual clients across income and experience levels. It offers comprehensive financial planning and ongoing portfolio management, including investment supervisory services and the use of pre‑screened third‑party managers, with advisory compensation charged as a percentage of assets under management that incorporates planning. The adviser combines fundamental and technical analysis and may implement active, core‑plus‑satellite, or passive strategies, developing written investment guidelines and managing accounts on a discretionary basis (non‑discretionary arrangements are accommodated case‑by‑case). The firm routinely recommends a specific institutional custodian (SSG, with execution through Altruist) and participates in that custodian’s independent‑advisor program. Noteworthy operational details include that the firm’s principal discloses a concurrent senior corporate finance role at an aerospace company, a role the brochure says may involve significant outside hours and that the firm manages potential conflicts by excluding certain employer‑related securities from advice. The firm operates without additional staff, may require the use of its recommended custodian for investment supervisory engagements, receives in‑kind services from that custodian, and does not vote client proxies.
To learn more about the advisors currently working at Rawlings 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.
Name |
Location |
Years of experience |
|---|---|---|
Glastonbury, CT
| 12
|
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