A complete list of active advisors currently associated with Shifting the Culture Wealth Partners LLC

Warmer can help you find a great advisor at Shifting the Culture Wealth Partners LLC or one who fits your needs even better.

Shifting the Culture Wealth Partners is a fee‑only financial planning and advisory firm that provides hourly, project‑based, and ongoing comprehensive planning as well as investment management through third‑party managers. The firm serves individuals, high‑net‑worth clients, charitable organizations, and businesses and does not act as a custodian, instead placing trades under a limited power of attorney when engaged to manage accounts. SCWP combines a primarily passive, asset‑class approach (index mutual funds and ETFs) with fundamental and technical analysis, and implements portfolios via Sub‑Advisors and the Altruist platform. Clients receive written or electronic financial plans and periodic reviews, and the firm may exercise discretionary trading authority when clients grant it through the advisory agreement and limited power of attorney. Distinctive features include the practice’s small scale — a two‑adviser firm managing under $2 million in advisory assets — and a stated emphasis on client education through seminars and speaking engagements, which the brochure notes may be offered pro‑bono or for a fee. The brochure also discloses that a firm principal holds an insurance license but does not sell insurance through the firm, and that SCWP relies on Sub‑Advisors and Altruist’s platform for portfolio management, execution, and back‑office services.

To learn more about the advisors currently working at Shifting the Culture Wealth Partners 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.