A complete list of active advisors currently associated with TSA Wealth Management

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

TSA Wealth Management serves individual and high‑net‑worth clients, as well as corporations and charities, providing discretionary investment advisory and portfolio management services. The firm also offers estate‑planning options delivered via third‑party software — including will and trust creation, real estate deed retitling assistance, and notary services — with standard plans included as part of advisory services. TSAWM tailors advice to client objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading in implementations that are primarily discretionary. Accounts are reviewed at least quarterly, custody is maintained through Charles Schwab, and the firm discloses the use of service providers with artificial intelligence or machine learning components and conducts periodic due diligence to address related risks. Noteworthy features relative to peers include the firm’s combination of a substantial SEC‑registered discretionary asset base (about $359 million) with a three‑advisor team, and the provision of client education through seminars or workshops alongside included digital estate‑planning tools — an arrangement that is uncommon among similar supported firms. The firm does not charge performance‑based fees, allows clients to impose written investment restrictions, and recommends Schwab as its primary custodian.

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