A complete list of active advisors currently associated with Reservoir Wealth Management

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

Reservoir Retirement Management advises individuals — including high-net-worth clients — as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm provides investment management, comprehensive and modular financial planning (including a subscription-style ongoing planning option), and employee benefit plan services. The firm primarily implements passive investment strategies built with index mutual funds and ETFs, while supplementing allocation decisions with fundamental and cyclical analysis. It constructs client-specific investment policy statements, manages both discretionary accounts and non-discretionary qualified retirement plan assets, and performs regular (typically quarterly) account reviews. What is unusual for a firm of this size is its high client load per advisor (well over 200 clients per advisor), which aligns with its reliance on standardized, low-turnover portfolios and recurring planning subscriptions. The advisor team also integrates advisory services with contract tax/accounting work performed by the firm’s ownership, and maintains a material practice advising employer retirement plans and non-discretionary 401(k) assets.

To learn more about the advisors currently working at Reservoir 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.