A complete list of active advisors currently associated with Targeted Wealth Solutions

Warmer can help you find a great advisor at Targeted Wealth Solutions or one who fits your needs even better.

Targeted Wealth Solutions provides financial planning, portfolio management, retirement plan advisory, and financial coaching to individual and high‑net‑worth clients, and is available to serve foundations, charitable organizations, and plan sponsors. The firm also produces third‑party‑published educational content for physicians, medical practices, and families with special‑needs dependents and offers group education and enrollment support for retirement plan participants. The firm’s investment process begins with a Modern Portfolio Theory framework augmented by quantitative, factor‑driven asset allocation and model portfolios constructed primarily with ETFs; accounts may be managed on a discretionary or nondiscretionary basis. For active management and downside hedging the firm discloses use of derivatives—specifically covered calls and protected puts—and employs statistical models and tactical trading as part of its risk management approach. Compared with many peers, Targeted Wealth Solutions maintains an unusually large office footprint for a team of its size and discloses that its founding principals also operate a mortgage origination business as licensed mortgage loan originators, a relationship the firm manages through a tangible net‑benefit test. The adviser group includes several professionals who continue working in other industries (commercial aviation and medicine), and the firm offers ERISA §3(38) discretionary plan services and client education formats that distinguish its service mix from many similar team firms.

To learn more about the advisors currently working at Targeted Wealth Solutions, 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.