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 is a privately owned registered investment adviser that serves individuals, high-net-worth clients, trusts and business entities with discretionary asset management and comprehensive financial planning. Services described in the brochure include ongoing portfolio management, retirement and income planning, tax planning, cash flow and debt management, and coordination of basic estate plans; the firm generally requires $300,000 to open an account, with exceptions possible. The firm builds customized asset-allocation strategies and monitors portfolios under a framework called the “SmartChoice Wealth Strategy,” tailoring recommendations to each client’s goals, time horizon and risk tolerance. Its methods of analysis include fundamental, technical, charting and cyclical approaches, and it conducts account reviews at least annually and more frequently when market conditions warrant. What is distinctive in the brochure is the firm’s explicit integration with tax and accounting businesses: affiliated tax entities associated with the firm’s principals provide tax preparation and planning, and clients with at least $500,000 under management receive complimentary personal tax planning and tax-preparation services, which the firm discloses as a potential conflict because clients may pay separate fees to those entities. The firm also discloses it no longer actively sells insurance but continues to receive de minimis trailing insurance commissions from prior sales, and it uses household aggregation for breakpoint fee calculations.

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.