A complete list of active advisors currently associated with The Real Wealth Coterie

Warmer can help you find a great advisor at The Real Wealth Coterie or one who fits your needs even better.

The firm provides financial planning and discretionary investment management to individual clients, small business owners, and charitable organizations. Services described in the brochure include comprehensive financial planning with ongoing discretionary portfolio management, standalone discretionary investment management, limited-scope planning, strategic business financial planning, and charitable-entity financial consulting. The investment approach emphasizes long-term, passive, diversified asset allocation implemented through mutual funds, exchange-traded funds, stocks, and bonds, with portfolios governed by a written investment policy statement and managed on a discretionary basis when authorized. Client engagement is largely virtual and ongoing, with at least semiannual reviews, a client portal (Money Rhythm), and coordination with clients’ other professionals for tax, legal, and estate matters. Distinctive elements for a single-advisor boutique include targeted services for charitable entities (including participation in donor-advised fund advisory and 529 plan management) and an explicit Strategic Business/Charitable planning workflow that is used as the foundation before implementing discretionary investment management for those clients. The firm’s principal holds professional credentials (CFP® and MBA) and maintains related entrepreneurial and consulting activities in the financial services space, which the brochure discloses as additional business engagements.

To learn more about the advisors currently working at The Real Wealth Coterie, 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.

Name	Location	Years of experience
Lazetta Braxton	New Haven, CT	18

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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