A complete list of active advisors currently associated with Steinberganna Wealth Management LLC

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

Steinberganna Wealth Management advises individuals, families, business entities and retirement plans, offering discretionary asset management, retirement-plan participant education, and estate and trust administrative assistance. The firm reported approximately $369 million in assets under management across roughly 262 clients and administers most accounts on a discretionary basis. Portfolios are developed through client dialogue and a fundamental-analysis approach, with implementation using ETFs, mutual funds, individual stocks and bonds and, when appropriate, third‑party managers; accounts are monitored on an ongoing basis with at least annual reviews. Discretionary engagements require a Limited Power of Attorney, and the firm may also provide non‑discretionary management or fixed-fee arrangements in limited circumstances. Distinctive features include a concentration of assets across a small advisory team, resulting in relatively high AUM per advisor compared with many peers, and a formal arrangement with ValueWorks LLC that can produce performance‑based compensation when clients invest in ValueWorks offerings — a conflict the firm discloses and addresses in its compliance materials. The brochure also discloses related‑party relationships (including an affiliated holdings entity that owns the office property) and that certain professionals are separately licensed insurance agents who may receive commissions for insurance product sales.

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