A complete list of active advisors currently associated with Think Wealth Management
Warmer can help you find a great advisor at Think Wealth Management or one who fits your needs even better.
Think Wealth Management provides ongoing portfolio management and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm prepares individualized Investment Policy Statements and delivers services such as asset allocation, investment strategy, asset selection, and regular portfolio monitoring. The firm’s investment approach includes cyclical and technical analysis and employs both long- and short-term trading across mutual funds, fixed income, ETFs (including precious-metal ETFs), real estate funds, annuities and non-U.S. securities. It offers both discretionary and non-discretionary management, may use model allocations alongside tailored recommendations, and conducts at least annual reviews of client accounts. A distinctive disclosure in the brochure is that the firm’s principal is a licensed insurance agent and may offer commissionable insurance products (including annuities), a relationship the firm identifies as a potential conflict of interest. The firm also requires clients to custody assets with Altruist’s institutional platform and participates in that program, receiving research, technology and other soft-dollar benefits that could indirectly influence custodian selection.
To learn more about the advisors currently working at Think Wealth Management, 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 |
|---|---|---|
Nashville, TN
| 10
| |
Iron River, MI
| 0
|
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