A complete list of active advisors currently associated with S&S Wealth Management

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

S&S Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations and business entities, offering continuous investment supervisory services and portfolio management on either a discretionary or non‑discretionary basis. The firm also provides retirement plan sponsor consulting and personal money management counseling negotiated on a case‑by‑case basis, operating as a team of four investment advisor representatives managing roughly $154 million for about 315 clients. The firm follows a tactical strategy that combines technical charting and relative strength analysis to time buy/sell decisions, with fundamental research used to confirm security selection. Portfolios may include individual securities, mutual funds, ETFs (including commodity and leveraged ETFs), master limited partnerships and allocations to unaffiliated independent managers, and each investment advisor representative maintains a separate book of business and may apply distinct strategies for their clients. Operationally, the firm requires clients to custody assets at Schwab Institutional and discloses receipt of institutional services and discounted technology support from Schwab. S&S’s representatives are also registered with a broker‑dealer and may implement recommendations on a commission basis or sell insurance products, and the firm may receive referral fees—arrangements the brochure identifies as potential conflicts of interest and discloses for clients’ consideration.

To learn more about the advisors currently working at S&S 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.