A complete list of active advisors currently associated with The Wealth Syndicate LLC
Warmer can help you find a great advisor at The Wealth Syndicate LLC or one who fits your needs even better.
The Wealth Syndicate LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning. The firm also publishes a subscription newsletter and hosts quarterly webinars covering investing, retirement, insurance planning, budgeting, and estate topics. Investment recommendations are implemented through individualized Investment Policy Statements and employ fundamental analysis and modern portfolio theory with a long‑term trading orientation; accounts are reviewed at least quarterly and custodian statements are provided to clients. The adviser operates on a non‑discretionary basis, provides regular portfolio monitoring, and documents client risk tolerance and time horizons in the written plan. Distinctive features include the firm’s paid periodical and webinar offerings, which are uncommon among similarly structured solo independent advisers, and explicit affiliations with the insurance industry. The firm’s principal is a licensed insurance producer and a representative of multiple insurers, insurance activities account for a material portion of the principal’s compensation (about 20% annually), and the firm discloses and documents commissions or conflicts when recommending commissionable insurance products; the firm may also refer clients to third‑party advisers and receive fee sharing.
To learn more about the advisors currently working at The Wealth Syndicate 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.
Name |
Location |
Years of experience |
|---|---|---|
Silver Spring, MD
| 20
|
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