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 discretionary investment management and integrated financial planning, including retirement planning and household-level advice. The firm offers portfolio management through custom-traded accounts, third‑party model portfolios, and oversight of held-away assets as Assets Under Advisement. Advisors at Soulence employ a mix of strategic and tactical asset-allocation approaches, drawing on charting, fundamental, technical and cyclical analysis, and may use covered‑call and other derivative strategies where appropriate. Management is tailored by each independent IAR and can include model allocations managed by third‑party managers or custom, advisor‑managed portfolios; AUM is managed on a discretionary basis while AUA services remain non‑discretionary. Soulence is notable for its affiliations and ownership structure: the firm discloses common ownership with Soulence Tax and Wealth Advisors and Tariff Tactics, and the owners also own Lilliano Capital Management, a third‑party manager whose models the firm may require or recommend, a relationship the brochure identifies as a potential conflict of interest. The firm also highlights operational features that are less common for peers — including participant account access via the Pontera platform, rebates from certain third‑party managers, and ongoing 24/7 cybersecurity monitoring.

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.