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

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

TRES Wealth Management Group provides ongoing portfolio management and pension planning to individuals (including high‑net‑worth clients) and business entities. The firm prepares an individualized Investment Policy Statement for each client and manages diversified portfolios that may include mutual funds, equities, bonds, ETFs, REITs, private placements and insurance products such as annuities. The firm uses a mix of fundamental, technical, charting and cyclical analysis and implements both longer‑term and shorter‑term trading strategies, documenting risk tolerance and investment objectives in each client’s IPS. Accounts are reviewed at least monthly by the firm’s reviewer, the adviser operates with discretionary authority, and custody is maintained with a third‑party custodian while advisory fees are charged as asset‑based (the firm does not accept performance‑based fees). Notable for a firm of its size, the principal maintains licensed accounting and insurance activities, creating an affiliation with an accounting practice and the ability to offer commissionable insurance products; the brochure discloses these relationships and describes internal separations and conflict‑of‑interest disclosures to address potential overlaps. The adviser also highlights a small team overseeing roughly $65 million in AUM, no account minimum, and the occasional use of less common investment vehicles (for example private placements and insurance‑based products).

To learn more about the advisors currently working at Tres Wealth Management Group, 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.