A complete list of active advisors currently associated with Six Sigma Wealth Advisors, LLC

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

Six Sigma Wealth Advisors provides fee-based investment management, financial planning, and consulting to individuals, trusts, pension plans, charitable organizations and estates. The firm also acts as an insurance agent, manages variable annuity subaccounts, and offers public and private educational seminars and workshops. The firm applies a tactical asset allocation process using both fundamental and technical analysis, with an emphasis on avoiding large losses through modest gains; strategies discussed in the brochure include use of inverse funds, paired trades, protective options and short positions. Accounts are monitored and rebalanced at least annually, and Six Sigma may accept limited discretionary authority while offering ongoing consultations and plan implementation services. What is distinctive for this adviser compared with peers is the combination of pension/401(k) consulting with active insurance-product services (including variable annuity subaccount management) and the availability of multiple fee arrangements (fixed, hourly and percentage‑of‑AUM) alongside educational seminar programming. The brochure also discloses practices that are less common among peers — potential borrowing/shorting in separately managed accounts, explicit recognition of ERISA fiduciary duties for plan clients, and receipt of occasional travel or marketing reimbursements from product sponsors.

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