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

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

Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, including retirement planning and participant account services. The firm offers discretionary portfolio management through custom-traded accounts, third‑party model portfolios, and access to certain alternative investments where appropriate. Advisors at Soulence tailor strategies to individual client objectives and risk tolerances, employing model portfolios, strategic and tactical asset allocation, and a mix of fundamental, technical, and cyclical analysis; accounts are continuously monitored and rebalanced as needed. Financial planning is included within the advisory relationship and the firm distinguishes between assets under management and assets under advisement (held‑away) for oversight and billing. Soulence is notable for its affiliations and ownership structure: the firm is operated under multiple business names, is under common ownership with tax and consulting businesses, and its owners also have ownership interests in Lilliano Capital Management, an affiliated manager whose models may be used for client accounts. Those relationships, plus economic benefits the firm receives from certain third‑party providers and the use of platforms such as Pontera for participant accounts, are disclosed as potential conflicts and the brochure describes review and supervisory procedures intended to address them.

To learn more about the advisors currently working at Soulence 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.

You can also browse Soulence Wealth Management's office locations.