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 provides wealth management and ongoing portfolio management to individual clients, including high‑net‑worth households, and also offers family office services such as comprehensive financial planning, cash‑flow analysis, wealth transition coordination, and charitable initiative support. The firm’s seven‑advisor team manages nearly $1 billion in client assets and typically operates under discretionary asset‑management agreements documented by an Investment Policy Statement for each client. The firm employs a broad set of analytical methods — including fundamental, technical, charting, cyclical, quantitative analysis, and modern portfolio theory — and implements both long‑ and short‑term trading strategies. Tranquility Partners may use leverage and derivatives (margin, options, and, on request, short sales) and works with approved sub‑advisers to access institutional managers, while emphasizing quarterly or more frequent reviews and portfolio monitoring. Compared with many peers, Tranquility Partners combines family office capabilities and customized consolidated reporting with an unusually low stated account minimum and a client mix that includes both HNW and non‑HNW individuals. It also provides access to a wide investment universe — public equities, fixed income, ETFs, real estate funds, private placements and venture capital — and leverages custodial relationships with major custodians to negotiate sub‑adviser arrangements and institutional services on clients’ behalf.

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.