A complete list of active advisors currently associated with Reconstructing Wealth

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

Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth individuals, managing roughly $23.4 million for about 81 clients. The firm operates as a single-advisor practice and also offers standalone financial planning engagements in addition to ongoing portfolio management. The firm builds customized portfolios primarily from individually selected equities after internal due diligence and applies both fundamental and technical analysis to inform investment decisions; strategies are generally long-term but the firm may trade shorter-term to meet client objectives or respond to market conditions. It will retain legacy positions for tax or fit reasons when appropriate and may recommend rebalancing, sector adjustments, or cash positions as hedges. Distinctive features compared with many peers include a concentrated focus on individual-stock portfolios rather than model- or ETF-based allocations, a recent founding with a relatively sizable AUM and client base for a solo advisor, and an institutional relationship with its recommended custodian that provides software and other economic benefits to the firm. The advisor permits personal trading by supervised persons under written policies and uses trade aggregation and oversight procedures intended to mitigate potential conflicts of interest.

To learn more about the advisors currently working at Reconstructing 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.

Name	Location	Years of experience
Matthew Morizio	Daniel Island, SC	9

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