A complete list of active advisors currently associated with TradeWell Tax & Financial
Warmer can help you find a great advisor at TradeWell Tax & Financial or one who fits your needs even better.
TradeWell Tax & Financial provides personalized financial planning and discretionary portfolio management to individuals and high‑net‑worth clients, documenting goals in investment policy statements and conducting periodic account reviews. The firm reports managing roughly $275.85 million for about 429 client relationships and operates with a five‑advisor team. The firm’s investment process uses fundamental, technical, and cyclical analysis and may include mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds, and options, with strategies and risk tolerances recorded in each client’s IPS. It also offers held‑away account management through an order management system to implement tax‑efficient asset location and opportunistic rebalancing for 401(k)s, HSAs and similar accounts, and has acknowledged ERISA 3(38) investment manager responsibilities for plan assets it manages. Noteworthy distinctions include an affiliated tax‑preparation business and supervised persons who are licensed insurance agents—activities the brochure discloses as potential conflicts that the firm addresses through disclosure and internal review. The firm requires clients to custody assets at a single broker‑dealer platform (Schwab), from which it receives institutional services, and does not generally vote client proxies, practices that differ from many peers.
To learn more about the advisors currently working at TradeWell Tax & Financial, 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 |
|---|---|---|
Fort Wayne, IN
| 18
| |
Fort Wayne, IN
| 3
| |
Fort Wayne, IN
| 1
| |
Fort Wayne, IN
| 15
| |
Fort Wayne, IN
| 11
|
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