A complete list of active advisors currently associated with Resnick Wealth Alliance, LLC

Warmer can help you find a great advisor at Resnick Wealth Alliance, LLC or one who fits your needs even better.

Resnick Wealth Alliance provides investment management, financial planning and consulting primarily for high- to ultra-high‑net‑worth individuals and families, as well as business owners, attorneys, trusts and private foundations. The firm offers both discretionary and non‑discretionary portfolio management and delivers standalone financial plans and consultative engagements. Investment advice is tailored to each client's objectives and may combine internally managed strategies, model portfolios and third‑party sub‑advisers; the firm discloses it may hire or replace sub‑advisers without prior client approval. Portfolios can include a broad set of instruments—equities, fixed income, ETFs (including leveraged ETFs), structured products, real estate vehicles, options, derivatives and digital assets—and cash is managed through the custodian’s exclusive money‑market sweep. Notable operational features include a routine requirement that clients use Charles Schwab as custodian and execute trades through that platform, no practice of aggregating trades across client accounts, and the ability to effect standing wire transfer authorizations (SLOAs) and deduct advisory fees directly from client accounts. The firm also charges a fixed, disclosed fee for financial planning engagements and emphasizes the use of model portfolios and TPMMs as part of its advisory structure.

To learn more about the advisors currently working at Resnick Wealth Alliance, LLC, 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.