A complete list of active advisors currently associated with Stapp Wealth Management, PLLC

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

Stapp Wealth Management serves individual and high‑net‑worth clients and retirement accounts, generally requiring a $500,000 minimum (subject to negotiation) and managing roughly $145 million across about 215 client relationships. The firm offers portfolio management, modular financial planning, and in‑house tax preparation and planning, and provides client access to Advyzon and RightCapital portals for reporting and retirement analysis. Investment decisions are driven by a top‑down macroeconomic “regime” framework combined with fundamental research and occasional technical/charting inputs to identify entry and exit points. Portfolios are implemented primarily with no‑load mutual funds and ETFs but employ an All‑Weather/Portable Alpha approach that can include alternative exposures (managed futures, commodities, catastrophe bonds) and underlying funds that use derivatives or leverage. Compared with peers, the firm’s direct provision of CPA‑level tax return preparation and tax planning for clients above its asset threshold is an atypical service offering for a firm of this size. Its combination of a macroeconomic portable‑alpha implementation, use of less common alternative instruments, and integrated reporting and planning tools distinguishes its investment and service model from more conventional ETF‑focused advisers.

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