A complete list of active advisors currently associated with Strait Direction Wealth Management

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

Strait Direction Wealth Management provides personalized financial planning and discretionary investment management primarily to middle- and high-net-worth individuals, trusts, estates, charitable organizations and small businesses. The firm delivers a range of engagement types — comprehensive plans, retainer and hourly engagements, asset management, education funding reviews, and financial coaching sessions — to a small client roster. The firm generally implements a passive buy-and-hold approach, constructing diversified portfolios mainly with no-load mutual funds and exchange-traded funds and documenting objectives in an investment policy statement; it monitors capital market conditions and makes portfolio adjustments as client circumstances change. SDWM typically manages client accounts on a discretionary basis while allowing clients to impose reasonable restrictions and emphasizing asset allocation and diversification to manage risk. What is distinctive about this single-advisor practice is the advisor’s dual roles in related industries: the advisor is a registered representative of a broker-dealer and is licensed to sell insurance, and also operates an affiliated tax-preparation/accounting business, which can allow more integrated tax and planning work than is typical for firms of this size. The firm’s offering of financial coaching and broader financial-planning services alongside those affiliations is an uncommon combination among independent, solo advisory practices.

To learn more about the advisors currently working at Strait Direction 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.