A complete list of active advisors currently associated with Treetop Wealth Management, LLC

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

TreeTop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals (including high‑net‑worth clients), small businesses, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. Services described in the brochure include portfolio management, retirement and estate planning, tax and insurance planning, and ongoing monitoring with quarterly reviews. The firm emphasizes a risk‑management, client‑specific approach that starts with interviews and questionnaires to define goals and tolerance, then implements tailored asset allocation using actively managed mutual funds, ETFs, bonds and alternative investments. Advisors act as fiduciaries for retirement accounts, generally manage portfolios on a discretionary basis, and use Fidelity as the primary custodian while conducting regular account reviews. A notable feature is that some advisory affiliates are also licensed insurance agents who may, in their individual capacities, recommend and sell insurance products on a commission basis — a practice the brochure discloses as a potential conflict and indicates consumes roughly ten percent of advisors’ time. The three‑partner firm is staffed by CFP® professionals with prior experience at Fidelity and reports about $185 million in assets under management for roughly 100 clients, which may affect the firm’s operational scale and specialization compared with peers.

To learn more about the advisors currently working at Treetop 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.