A complete list of active advisors currently associated with Structured Wealth Management, Inc.

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

Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services, maintaining a stated minimum account size of $250,000. Several advisers are also engaged in tax-preparation activities through an affiliated tax business, and the firm may recommend outside or separate account managers to complement its services. The firm develops individualized strategies based on clients’ risk tolerance and goals, using managed models, ongoing monitoring, and periodic rebalancing to respond to changing circumstances. Its stated approach includes tax-aware portfolio construction and retirement-income planning, with an emphasis on aligning investment strategy to each client’s long-term objectives. Distinctive features include the firm’s integrated tax-preparation capability—an affiliated operation that has historically prepared thousands of returns—and advisers who are licensed to sell life insurance and receive separate compensation for insurance products. The founders’ backgrounds in institutional money management and bank-client portfolio modeling also inform a structured, governance-oriented investment process that differs from many peers of similar size.

To learn more about the advisors currently working at Structured Wealth Management, Inc., 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.