A complete list of active advisors currently associated with Suissa Private Wealth
Warmer can help you find a great advisor at Suissa Private Wealth or one who fits your needs even better.
Suissa Private Wealth is a newly registered SEC‑registered investment adviser with three advisors that offers discretionary and non‑discretionary investment management, financial planning, retirement plan advisory, and related services to individuals, high‑net‑worth individuals, non‑profits, endowments and business entities. However, the firm reported no assets under management and, at the time of its ADV filing, did not have individual or high‑net‑worth clients, reflecting its startup status. The firm’s investment approach centers on asset allocation and fundamental analysis, typically implementing long‑term strategies with dollar‑cost averaging, periodic rebalancing, and quarterly performance reviews integrated with ongoing financial planning. Suissa Private Wealth may also allocate portions of client portfolios to unaffiliated External Managers and provides both discretionary and non‑discretionary management for qualified retirement plans and other client types. Distinctive features noted in the brochure include a third‑party agreement with DPL Financial Partners to provide annuity and insurance analysis while the firm’s advisers, in their individual capacities, hold insurance licenses and may earn commission‑based compensation for insurance sales—an acknowledged conflict that the firm discloses. The firm also participates in a Goldman Sachs custody platform and discloses receipt of software, services, and capped financial support to assist in launching operations and reimburse certain transfer fees, arrangements the brochure identifies as potential conflicts of interest.
To learn more about the advisors currently working at Suissa Private Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 4
| |
Bethesda, MD
| 0
| |
Bethesda, MD
| 32
|
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