A complete list of active advisors currently associated with Sunglow Wealth Advisory LLC

Warmer can help you find a great advisor at Sunglow Wealth Advisory LLC or one who fits your needs even better.

Sunglow Wealth Advisory LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, privately held companies, and qualified retirement plans. The fee-only firm manages approximately $73.7 million for roughly 60 clients and delivers ongoing reporting alongside custodian statements. The firm follows a value-oriented, fundamental analysis approach that emphasizes diversification and a multi-year investment horizon, blending income and growth objectives where appropriate. In actively managed accounts it regularly uses exchange-traded derivatives—primarily put-writing and call-writing option strategies—as conservative tools to generate income or to acquire positions, supplemented by selective use of ETFs and individually purchased bonds. Distinctive features include an affiliation with an accounting practice that provides tax, accounting, and related financial advisement, with firm leadership maintaining an ongoing role in that business. Compared with many peers, Sunglow’s combination of regularly employing options in separately managed accounts and operating as a small advisor team overseeing mid-sized AUM is an atypical service and operational profile.

To learn more about the advisors currently working at Sunglow Wealth Advisory 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.