A complete list of active advisors currently associated with Team Wealth & Tax Advisors

Warmer can help you find a great advisor at Team Wealth & Tax Advisors or one who fits your needs even better.

Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm’s services include investment management, retirement and legacy planning, coordinated tax planning and preparation through affiliated tax entities, and basic estate-plan coordination with a third-party provider. TWTA structures portfolios around a client’s stated objectives and risk tolerance using its “SmartChoice Wealth Strategy,” combining long- and short-term purchases, asset-allocation guidance, and fundamental and technical analysis. The firm explicitly incorporates tax considerations into planning and uses AI-enabled tools (for document summarization, meeting notes, and draft materials) as operational aids, with human review required before client-facing use. This firm is notable among similar advisory teams for its close affiliation with accounting and tax entities and for having a licensed CPA among its principals, which supports integrated tax and investment coordination but also creates disclosed referral-related conflicts of interest. TWTA addresses those conflicts through written disclosures, a Code of Ethics, and compliance procedures that govern referrals, personal trading, and use of affiliated services.

To learn more about the advisors currently working at Team Wealth & Tax Advisors, 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 Team Wealth & Tax Advisors's office locations.