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 is an SEC‑registered advisory that provides discretionary portfolio management and related financial planning services to individuals (including high‑net‑worth clients), corporations, and charitable entities. The firm manages client accounts through tailored investment recommendations, written strategies, and managed account programs. TSAWM designs portfolios around client objectives, time horizon, and risk tolerance, employing asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches as appropriate. Accounts are reviewed at least quarterly, the firm generally works with independent custodians, and it advises clients to consult tax professionals due to potential tax implications. Compared with peers, TSAWM operates with a compact, CFP‑credentialed advisory team while overseeing a relatively large discretionary asset base (approximately $359 million), and it offers client educational seminars and workshops. The firm also discloses that some third‑party service providers used in servicing accounts incorporate artificial intelligence and machine learning, and it describes periodic due diligence steps it takes to address related data and security risks.

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.