A complete list of active advisors currently associated with Tortoise Wealth Management

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

Tortoise Wealth Management provides fee-based investment advisory and financial planning services to individuals as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and business entities. The firm reports managing about $11.2 million for roughly 56 clients and delivers discretionary portfolio management alongside separate hourly or fixed-fee financial planning engagements. The advisor follows a tactical allocation approach intended to reduce risk and seek improved performance, implementing custom, discretionary portfolios across a broad set of instruments including equities, fixed income, mutual funds, warrants, CDs, municipal and U.S. government securities, and interests in real estate partnerships. Tortoise Wealth uses multiple analysis methods (fundamental, technical, cyclical and Modern Portfolio Theory) and may employ cash positions, sector weighting, or targeted stock selections as tactical adjustments to client portfolios. Noteworthy for a small, founder-led advisory firm, Tortoise Wealth offers qualified retirement plan consulting with ERISA Section 3(21) fiduciary services and participant education—services that are less common among peers. The principal is also licensed as an insurance agent and may effect insurance transactions (insurance work represents under 10% of his time); the brochure discloses the resulting conflicts of interest and describes a Code of Ethics and policies intended to mitigate those conflicts.

To learn more about the advisors currently working at Tortoise 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.