A complete list of active advisors currently associated with Traverse Private Wealth

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

Traverse Private Wealth is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm also provides retirement plan consulting and ERISA‑related services alongside individualized investment management for a small client base and relatively modest assets under management. The adviser constructs client‑specific portfolios with authority to select individual equity and fixed‑income securities, employing tactical, strategic and buy‑and‑hold approaches informed by fundamental, technical, cyclical and quantitative analysis. Accounts are reviewed on a regular basis and certain client types (for example, foundations, endowments, guardianships and nonprofits) are provided written investment policy statements and periodic reporting through the custodian. Compared with many solo independent advisers, Traverse offers pension and retirement plan consulting and typically contracts directly with plan sponsors in a model intended to avoid third‑party revenue conflicts. The firm also directs clients to a single custodian and may use sub‑advisors for particular strategies, a structure that can simplify custody and fee deduction but may constrain the ability to shop executions across multiple broker‑dealers.

To learn more about the advisors currently working at Traverse Private Wealth, 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.