A complete list of active advisors currently associated with Tableaux Wealth
Warmer can help you find a great advisor at Tableaux Wealth or one who fits your needs even better.
Tableaux Wealth is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, providing wealth management, discretionary and non‑discretionary portfolio management, financial planning, and limited trustee/executor services. The firm manages roughly $230 million for about 209 clients and can also access held‑away employer or externally maintained accounts through third‑party platforms at clients’ direction. The firm’s investment process emphasizes fundamental analysis and modern portfolio theory, with portfolios typically constructed using low‑cost mutual funds and ETFs while also permitting individual stocks, bonds, options, and other instruments as appropriate. Tableaux Wealth generally pursues a long‑term orientation but may trade or rebalance more frequently to meet client objectives or market conditions, and it uses third‑party artificial intelligence tools as decision‑support for research, portfolio analysis, and risk monitoring. Compared with many peers, Tableaux operates across multiple offices while remaining a small advisor team and discloses the use of derivatives in separately managed account strategies (including options), which it identifies and documents as part of its risk disclosures. The firm also accepts limited custody when acting as trustee/executor (subject to an annual surprise examination), maintains institutional relationships with large custodians for trading and platform services, and discloses crypto‑ETF and derivative risks alongside its other investment‑strategy considerations.
To learn more about the advisors currently working at Tableaux 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.
You can also browse Tableaux Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Great Barrington, MA
| 13
| |
Great Barrington, MA
| 10
| |
Great Barrington, MA
| 26
| |
Sarasota, FL
| 1
| |
Francestown, NH
| 5
|
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