A complete list of active advisors currently associated with Silvia McColl Wealth Management, LLC

Warmer can help you find a great advisor at Silvia McColl Wealth Management, LLC or one who fits your needs even better.

Silvia McColl Wealth Management provides discretionary investment management, financial planning, retirement plan consulting and general financial consulting to individuals (including high-net-worth clients), retirement plans, foundations, charities and businesses. The firm reports roughly $283 million in assets under management across about 110 client relationships and delivers both investment management and one‑time or ongoing planning engagements. The firm’s process begins with an in‑depth discovery of a client’s objectives, risk tolerance and financial circumstances, then applies diversified model-based portfolio management and individualized customization as needed. SMWM describes using ten basic model portfolios (five for qualified accounts and five for non‑qualified accounts), applies fundamental and cyclical analysis, and conducts additional due diligence (including issuer materials and onsite visits) when recommending private or alternative investments. What is relatively distinctive for a firm of this size is that it ties its model portfolio program to hypothetical performance in its marketing materials, producing model results that prospective clients can review alongside the firm’s services. Other noteworthy attributes include the firm’s explicit readiness to serve retirement plans on an ERISA 3(21) or 3(38) fiduciary basis and its policy of leaving proxy‑voting decisions with clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Silvia McColl Wealth Management, 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.