A complete list of active advisors currently associated with Topsail Wealth Management LLC
Warmer can help you find a great advisor at Topsail Wealth Management LLC or one who fits your needs even better.
Topsail Wealth Management advises high‑net‑worth and ultra‑high‑net‑worth families, their trusts and related entities, offering comprehensive wealth management that includes financial planning, investment advisory, tax and estate planning, and ancillary services such as bookkeeping and trustee services. The firm also provides non‑discretionary retirement plan advisory services and generally applies a $1 million account minimum while retaining discretion to accept smaller relationships. The firm uses a priorities‑based, customized investment process that begins with a client‑specific strategic asset allocation and implements portfolios using a mix of passive and active strategies across equities, fixed income, alternatives, mutual funds and ETFs, with ongoing consolidated reporting and periodic reviews. Topsail manages most client accounts on a wrap‑fee basis—automatically enrolling clients custodied at Altruist Financial and Charles Schwab into its wrap program—while certain strategies (e.g., fixed income, ADRs, options, futures) and some mandates are managed outside the wrap or through separate account managers. Distinctive features include managing over $1.3 billion in regulatory assets despite being a recently formed firm, producing an unusually high assets‑under‑management per advisor compared with peers. The firm also serves as sponsor of an integrated wrap fee program, offers trustee services (minimum annual trustee fee disclosed), and discloses referral arrangements with an unaffiliated CPA firm.
To learn more about the advisors currently working at Topsail Wealth Management 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.
You can also browse Topsail Wealth Management LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 9
| |
Cincinnati, OH
| 29
| |
Charlotte, NC
| 20
| |
Charlotte, NC
| 14
|
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