A complete list of active advisors currently associated with Tower View Wealth Management LLC

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

Tower View Wealth Management provides integrated wealth management services combining ongoing investment management and financial planning for individuals, businesses, pension plans, and other investment professionals. The firm manages accounts on both discretionary and non‑discretionary bases and also offers guidance on employer‑sponsored retirement plans and 529 education savings plans. Investment decisions are driven by a bottom‑up, chief investment officer‑led process that emphasizes long‑term, active security selection across individual equities, fixed income, mutual funds and ETFs, and may include small‑cap, international, and below‑investment‑grade exposures as appropriate to client objectives. Portfolios are typically model‑based without reliance on rigid quantitative systems or market timing, and the firm considers tax implications in adjustments while not employing systematic tax‑loss harvesting. Tower View publishes educational content and periodic newsletters for clients and website readers, a practice that is uncommon among similar team firms. The firm also discloses limited custody circumstances that arise when its chief investment officer serves privately as a trustee or executor for certain clients and notes that certain employee and related accounts are included in regulatory AUM; it identifies key‑person risk and describes independent oversight and custody examinations as mitigants.

To learn more about the advisors currently working at Tower View 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.

Name	Location	Years of experience
Raman Ghei	Shorewood, WI	26
Mariah Magana Mayorga	Shorewood, WI	2
Sophia Zundel	Shorewood, WI	6

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support