A complete list of active advisors currently associated with Snowball Wealth Management

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

Snowball Wealth Management provides portfolio management, comprehensive financial planning, and wealth-management services for individuals, families, trusts, estates, charitable organizations and business entities. The firm works with both non-high-net-worth and high-net-worth clients and integrates assets held outside the firm, such as retirement accounts, real estate and employee stock, into holistic planning and advice. The firm documents client goals and constraints in individualized Investment Policy Statements and typically operates with discretionary trading authority to implement asset allocation and security selection. Its investment process blends fundamental and cyclical analysis with modern portfolio theory and includes long-term equity strategies as well as options trading; notably, the firm may employ derivatives in separately managed accounts, an approach that is uncommon among peers and presents additional risk considerations. Snowball manages client assets internally rather than selecting third‑party managers and offers financial planning on fixed‑fee or hourly arrangements alongside ongoing advisory services. The firm does not participate in wrap fee programs, emphasizes fair allocation of limited-supply investment opportunities, and uses custodial relationships intended to support best execution and client reporting.

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