A complete list of active advisors currently associated with T.M. Wealth Management

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

T.M. Wealth Management provides portfolio management, pension consulting and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charities, and business entities, managing roughly $210 million for under 100 clients with a two‑advisor team. Services include discretionary and non‑discretionary investment supervision, selection of third‑party advisers, and retirement plan rollover guidance under ERISA/IRC fiduciary standards. The firm tailors programs to each client with an Investment Policy Statement documenting goals and risk tolerance and applies fundamental analysis, modern portfolio theory and technical analysis across a broad set of instruments, including equities, ETFs, mutual funds, fixed income, options and, in some cases, short sales and private placements. T.M. Wealth may engage third‑party money managers and outsources investment research to a provider (Cornerstone Portfolio Research); the brochure notes a recent change to begin using sub‑advisors for some clients. Distinctive aspects include an active educational offering: ad‑hoc seminars and workshops for consumers, corporations, nonprofits and pension plan participants (fees described in the brochure from $25 to $5,000 per event) and pension participant education under ERISA guidelines. The firm also discloses operational features that may be uncommon among peers — use of outsourced research and service providers with artificial‑intelligence components (with related due‑diligence controls), acceptance of soft‑dollar benefits, and that a firm principal is a licensed insurance agent who may offer commissionable insurance products.

To learn more about the advisors currently working at T.M. Wealth Management, 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.