A complete list of active advisors currently associated with Strategic Portfolio Solutions, LLC

Warmer can help you find a great advisor at Strategic Portfolio Solutions, LLC or one who fits your needs even better.

Strategic Portfolio Solutions serves individuals (including high‑net‑worth clients), trusts, estates and pension plans with asset management, financial planning and consulting, referrals to third‑party money managers, and a dedicated divorce‑planning service that supports clients and their counsel. The firm has offered advisory services since 2011 and provides both discretionary and non‑discretionary management across client accounts. Portfolios are tailored to client goals and subject to continuous supervision, with the firm reviewing accounts at least weekly and using individual stocks, bonds, ETFs, mutual funds, options and other public and private securities as appropriate. Strategic Portfolio Solutions may engage sub‑advisors for specific mandates and also manages held‑away retirement and other accounts through technology platforms (Pontera and Future Capital) and an order management system to implement tax‑efficient asset location and opportunistic rebalancing. Compared with many team firms, Strategic Portfolio Solutions explicitly uses derivatives—notably options—in separately managed accounts and maintains documented procedures for option trading, a practice that is uncommon among peers. The firm’s advisors are also licensed insurance agents/brokers and the firm participates in industry educational events while offering ongoing financial coaching and divorce‑planning services, combining insurance, derivative strategies and platform‑based held‑away management in a single advisory offering.

To learn more about the advisors currently working at Strategic Portfolio Solutions, 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.