A complete list of active advisors currently associated with Significant Wealth Partners LLC
Warmer can help you find a great advisor at Significant Wealth Partners LLC or one who fits your needs even better.
Significant Wealth Partners serves individual and high‑net‑worth clients as well as corporate clients, offering discretionary portfolio management and financial planning. The firm constructs individualized investment policy statements and implements strategies through managed accounts, and may refer clients to third‑party managers or alternative private investments when appropriate. The firm’s investment process blends fundamental, quantitative, technical, and modern portfolio theory analyses to build portfolios, and it employs long‑term trading alongside options strategies and selective use of leveraged and inverse ETFs. SWP typically seeks discretionary trading authority and may facilitate or recommend futures exposure through affiliated futures arrangements when those strategies are deemed suitable for a client’s objectives. Noteworthy distinctions include affiliations with commodity/futures activity and involvement in sponsoring or syndicating alternative funds, as well as an affiliated investment adviser under common control. Several firm personnel are licensed insurance agents who may offer fixed annuities and the firm conducts educational seminars and workshops; with roughly 845 clients and four advisors, the firm operates with a materially higher client‑to‑advisor ratio than many peer teams.
To learn more about the advisors currently working at Significant 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.
Name |
Location |
Years of experience |
|---|---|---|
Cary, IL
| 11
| |
Cary, IL
| 5
| |
Cary, IL
| 7
| |
Cary, IL
| 7
|
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