A complete list of active advisors currently associated with Resolve Capital Management LLC

Warmer can help you find a great advisor at Resolve Capital Management LLC or one who fits your needs even better.

Resolve Capital Management provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary portfolio management, one‑time financial planning, and qualified retirement plan consulting tailored to each client’s stated objectives. The firm’s investment approach emphasizes diversified asset allocation across multiple asset classes and investment styles, typically using mutual funds, ETFs, fixed income, equities and alternatives, and generally does not rely on market timing. Most accounts are managed on a discretionary basis through the Fidelity Institutional Wealth Services platform, and the firm may recommend unaffiliated sub‑advisers to manage portions of client assets when appropriate. A few features distinguish Resolve from many peers: the firm may publish newsletters and provide periodic economic overviews to clients, and it integrates financial planning into managed accounts without a separate charge in many cases. Several associated persons are separately licensed insurance agents who can implement insurance transactions for clients; the brochure discloses that these insurance activities occupy a small portion of their time and may involve separate compensation in their agent capacity.

To learn more about the advisors currently working at Resolve Capital Management 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.