A complete list of active advisors currently associated with Saranap Wealth Advisors

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

Saranap Wealth Advisors provides portfolio management with embedded financial planning and investment consultation to individual and high-net-worth clients, as well as to small businesses and retirement plan sponsors. Services include ongoing portfolio supervision, retirement and employee‑benefit reviews, recommendations of third‑party managers or sub‑advisors, and occasional educational workshops for employer groups. The firm’s investment approach blends fundamental, technical and cyclical analysis and employs strategies such as active asset management, core‑plus‑satellite construction and Modern Portfolio Theory with periodic rebalancing. Portfolios are typically managed on a discretionary basis and the firm conducts due diligence on institutional sub‑advisors and third‑party managers before recommending them to clients. Compared with many independent advisers, Saranap notably serves pension or profit‑sharing plan clients and small business retirement plans—an uncommon client type for firms in this category—and offers employer‑facing workshops and employee benefit analysis. The firm also emphasizes the use of institutional custodial and manager resources and its principal’s prior institutional portfolio management and trading experience, which inform its sub‑advisor relationships and investment implementation.

To learn more about the advisors currently working at Saranap Wealth Advisors, 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.