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 (doing business as SA Wealth Management LLC) advises individuals, families, business entities and retirement plans, offering discretionary portfolio management as well as retirement-plan participant education and estate and trust administrative assistance. The firm also provides non‑discretionary advice in limited cases and may engage third‑party managers to implement portions of client portfolios. The firm typically manages client accounts on a discretionary basis under a limited power of attorney, tailoring asset allocations through client dialogue and fundamental, publicly available research across ETFs, mutual funds, individual stocks and bonds. Steinberganna monitors third‑party managers it selects, conducts periodic and at‑least‑annual reviews, and primarily uses Schwab for custody while retaining the ability to utilize other brokers when appropriate. What distinguishes Steinberganna among similar small teams is its scale and its business relationships: it manages roughly $496 million in client assets with a two‑advisor team, and maintains contractual and affiliated relationships with other investment entities. The firm also receives performance‑related and revenue‑sharing compensation through an arrangement with ValueWorks LLC and its professionals may transact insurance business for commissions—conflicts the firm discloses in its Form ADV and addresses through written disclosures and its Code of Ethics.

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.