A complete list of active advisors currently associated with Teixeira Wealth Management LLC

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

Teixeira Wealth Management LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, delivering both discretionary and non-discretionary asset management. Its services span tactical Select Equity Portfolios, ETF-based asset-allocation portfolios, fixed-income strategies, and advisory for 529 college savings plans. The firm combines fundamental and technical analysis with proprietary research to build and monitor portfolios, documenting client goals in investment policy statements or risk-tolerance forms. TWM issues custodial account statements and firm-prepared performance reports at least monthly and asks clients to compare these reports with custodian statements. The brochure discloses that the managing member spends roughly 25% of his time operating affiliated insurance and real estate businesses and receives separate commissions for those activities, with the firm describing disclosures and fiduciary procedures to mitigate conflicts of interest. TWM also offers a specific operational feature for 529 accounts—complementary advisory services when a client already has an advisory account or an insurance policy—which is an uncommon client-service detail among peers.

To learn more about the advisors currently working at Teixeira Wealth Management LLC, 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.