A complete list of active advisors currently associated with Santa Cruz Wealth Management Inc.

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

Santa Cruz Wealth Management is a small independent advisory firm led by a single advisor that manages about $3.34 million for roughly 18 clients. It provides financial planning, ongoing investment management, and ERISA Section 3(21) 401(k) plan administration and consulting for individuals, trusts, charitable organizations, and employer-sponsored retirement plans. The firm operates on a consultative, non-discretionary basis: clients retain custody of assets and approve trades, and the adviser documents goals and strategies in Investment Policy Statements when requested. Portfolios are implemented using strategic asset allocation with broadly diversified passive mutual funds and ETFs, and accounts are reviewed monthly or as market conditions warrant. Distinctive for a solo independent adviser, the firm provides institutional and pension-related services including plan administration, 401(k) design, coordination with third‑party service providers, and pension consulting. The firm also publishes periodicals and offers educational seminars and workshops, and the principal maintains an insurance license and performs due‑diligence and compliance consulting—activities that are less common among peers of similar size.

To learn more about the advisors currently working at Santa Cruz Wealth Management Inc., 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
Thomas Krueger	Westlake Village, CA	26

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