A complete list of active advisors currently associated with Sard Wealth Managment Group, Llc

Warmer can help you find a great advisor at Sard Wealth Managment Group, Llc or one who fits your needs even better.

Sard Wealth Management Group provides discretionary investment management, financial planning, retirement plan advisory, and consulting to individuals, high-net-worth clients, trusts, estates, businesses, and financial institutions. The firm also offers annuity management, held-away asset management through a third‑party platform, and consulting services to brokerage customers. The firm’s investment approach is customized and primarily long‑term, emphasizing low‑cost, diversified mutual funds and ETFs while also using individual stocks and bonds when appropriate; SWMG conducts internal due diligence and may rebalance or harvest gains or losses to meet client objectives. Its ADV discloses the use of derivative instruments (including options contracts and cryptocurrency ETF exposure) and describes hedging practices and non‑purpose lending programs, with attendant risk disclosures. Noteworthy features include the firm’s scale — roughly $464 million in assets under management across two advisors, an unusually high AUM per advisor for supported firms — and its explicit disclosure of derivatives use and related risk controls in the Form ADV. The ADV also discloses receipt of marketing support from mutual fund companies, an institutional custodian relationship, and that the firm references third‑party ratings in its public materials, all of which are relevant considerations for potential conflicts of interest.

To learn more about the advisors currently working at Sard Wealth Managment Group, 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.