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

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

Tortuga Wealth Management advises individuals and high‑net‑worth clients and provides financial planning, consulting and discretionary portfolio management. The firm manages roughly $222.9 million in discretionary assets and delivers investment services primarily through LPL Financial–sponsored programs and its own wrap fee offering. The firm employs a mix of fundamental and technical analysis (including charting and cyclical analysis) and uses a range of strategies from long‑term and short‑term purchases to active trading, option writing, short sales and margin. It also discloses use of derivatives and recommends cryptocurrency products, and it implements borrowing within separately managed accounts — practices that introduce additional market, leverage and counterparty risks. Tortuga is notable among peers for sponsoring a wrap fee program and for relying on multiple LPL program platforms (OMP, PWP, MWP, MAS) to deliver asset management, with asset management described as offered only through wrapped accounts. Its advisors are dually registered with LPL and sell insurance products, and the brochure documents specialized planning services (e.g., cost segregation studies, corporate structure and lines of credit analysis) that extend beyond standard individual wealth management.

To learn more about the advisors currently working at Tortuga 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.