A complete list of active advisors currently associated with Solid State Wealth Advisory Group

Warmer can help you find a great advisor at Solid State Wealth Advisory Group or one who fits your needs even better.

Solid State Wealth Advisory Group is an SEC‑registered wealth management firm that, in its initial filing, indicates it serves individuals, high‑net‑worth individuals, and businesses. The firm states its services include ongoing discretionary investment management for individual portfolios as well as financial planning and consulting. SSWAG describes a client‑tailored approach that sets investment strategies based on each client’s goals, risk tolerance, and time horizon and employs a mix of analytical methods (including fundamental, technical, quantitative, and modern portfolio theory) to build and monitor portfolios. The brochure also discloses that the firm may select and appoint sub‑advisors — with authority to manage and further delegate discretionary investment authority — to provide services on client accounts. Distinctive features noted in the brochure include offering financial planning on an hourly and fixed‑fee basis in addition to asset‑based advisory services, and expressly providing portfolio management for individual clients while stating no account minimum. The firm also states it is not a private fund adviser even though it may recommend participation in private offerings when appropriate.

To learn more about the advisors currently working at Solid State Wealth Advisory Group, 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.