A complete list of active advisors currently associated with The Robert J. Wilkes Planning Forum

Warmer can help you find a great advisor at The Robert J. Wilkes Planning Forum or one who fits your needs even better.

The Robert J. Wilkes Planning Forum provides comprehensive financial planning and investment management services, including analysis of life, disability and long‑term care insurance needs and educational estate‑planning materials. As of December 31, 2017 the firm reported managing approximately $25 million and constructs diversified portfolios that may include mutual funds, ETFs, stocks and bonds. The firm uses both fundamental and technical analysis to tailor portfolios to each client’s stated risk tolerance, conducts account reviews at least annually, and delivers written analyses with rebalancing recommendations. It manages client assets on a non‑discretionary basis, with clients retaining trade authorization and custodial statements provided by SEI Private Trust Company. Noteworthy for a firm in this category, the principal also maintains a New York State life and health insurance license and may receive commissions on insurance product placements, an activity that the brochure indicates consumes roughly 20% of the firm’s time. The firm also operates an additional advisory business and participates in select wrap fee programs, combining investment management with ongoing insurance and estate‑planning work in a single‑advisor practice.

To learn more about the advisors currently working at The Robert J. Wilkes Planning Forum, 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.