A complete list of active advisors currently associated with Tranquility Partners, LLC

Warmer can help you find a great advisor at Tranquility Partners, LLC or one who fits your needs even better.

Tranquility Partners serves primarily individual and high-net-worth clients, managing approximately $897 million in client assets across about 243 accounts with a team of seven advisors. The firm provides ongoing wealth management and portfolio management, creates an Investment Policy Statement for each client, and also offers ongoing family office services such as cashflow analysis, comprehensive reporting, wealth transition planning, and coordination with outside advisors. The firm typically manages client assets on a discretionary basis and employs a wide set of analytical techniques — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — to construct portfolios. Investment implementation can be broad and active: Tranquility Partners uses long- and short-term trading, margin transactions, and may employ options and short sales, and it includes alternatives such as private real estate, private equity/venture capital, REITs and precious-metal ETFs among allowable investments. Compared with many team firms, Tranquility Partners is notable for its relatively high assets per client and its explicit family office offering alongside standard AUM-based wealth management. The firm also recommends and coordinates with established institutional sub‑advisers (e.g., BlackRock, Lazard, Neuberger Berman and others) without receiving compensation from those sub‑advisers, and it maintains custody relationships with both Schwab and Fidelity that provide institutional support and other third‑party benefits.

To learn more about the advisors currently working at Tranquility Partners, 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.