A complete list of active advisors currently associated with Ticino Wealth

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

Ticino Wealth provides wealth and investment management and integrated financial planning to individual and high‑net‑worth clients, generally requiring an initial household investment of at least $250,000. The firm manages accounts on both discretionary and non‑discretionary bases and may select third‑party asset managers to implement portions of client portfolios. Investment decisions are guided by a client‑specific investment policy statement and a risk‑adjusted, tax‑aware asset allocation that blends active and passive strategies across equities, fixed income, ETFs and mutual funds. The firm monitors portfolios on an ongoing basis, may use tools such as options and margin when appropriate, and incorporates product due diligence and cash‑flow analysis into its financial planning process. Noteworthy features include operating a wrap fee program that bundles portfolio management, transaction costs and custody and participation in TradePMR’s asset‑match offering on the broker‑dealer platform the firm generally recommends; the brochure discloses the asset‑match structure and related conflicts. The firm also references third‑party ratings in its materials and directs clients to public adviser filings (CRD #335808); it was registered in 2025, reports roughly $400 million in assets under advisement with three advisors, and is deemed to have custody for certain accounts because of authority to distribute assets under standing letters of authorization.

To learn more about the advisors currently working at Ticino Wealth, 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.