A complete list of active advisors currently associated with Recalibrating Wealth

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

Recalibrating Wealth is a fee-only independent investment adviser that provides wealth management and financial planning to individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management alongside written financial plans delivered on ongoing, one-time, or project bases. Its investment approach blends modern portfolio theory with both passive and active strategies and uses fundamental analysis to select funds and individual securities; portfolios are constructed with asset allocation and long-term holding in mind and can be tailored to client-imposed restrictions. Financial planning is integrated into the advisory relationship, with periodic monitoring and ongoing reviews to align investment oversight with clients’ goals and risk tolerances. Distinctive aspects include the firm’s provision of educational seminars and speaking engagements — a service that is uncommon among independent advisers — offered virtually or in person and structured as standalone engagements. The practice also appears to concentrate on a small, primarily higher-net-worth client base and is led by a principal with combined financial planning and accounting credentials and prior institutional experience, which is less typical for a recently established independent adviser.

To learn more about the advisors currently working at Recalibrating 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.