A complete list of active advisors currently associated with Syrios Wealth Management Group

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

Syrios Wealth Management Group provides wealth and investment management, financial planning, and selection of third‑party asset managers to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, non‑profit organizations, and businesses. The firm’s brochure states it delivers both discretionary and non‑discretionary portfolio management, fiduciary and non‑fiduciary retirement plan services, and advisory services for fee‑based annuities and held‑away accounts. The firm develops individualized investment policy statements and uses a combination of active and passive strategies across equities, fixed income, ETFs, mutual funds and alternative/private investments, with ongoing monitoring and rebalancing. It also engages third‑party asset managers and utilizes third‑party platforms, including Wells Fargo’s Personalized Unified Managed Account and Fundsource programs, and offers a bundled wrap fee program described in the brochure. Noteworthy features include total assets of roughly $424.6 million managed by a two‑adviser team, resulting in unusually high AUM per adviser relative to peers, and an explicit role as a wrap fee program sponsor with platform relationships with TradePMR, Wells Fargo and Schwab. The brochure also discloses the firm’s attendance at sponsor‑discounted conferences and other third‑party benefits (with related conflicts disclosed), and the firm’s public materials include third‑party ratings and client testimonials used in advertising.

To learn more about the advisors currently working at Syrios Wealth Management Group, 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.