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 adviser that provides discretionary managed portfolios, written investment strategies, and consulting to individuals (including high-net-worth clients), corporations, and charitable entities. The firm manages roughly $359 million across about 262 client accounts and operates with a small advisory team supporting managed accounts. The firm tailors portfolios to client objectives and risk tolerance, employing asset-allocation frameworks and a mix of techniques such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, while performing due diligence and quarterly reviews. TSAWM generally charges percentage-of-AUM advisory fees assessed quarterly and recommends using a qualified custodian (the brochure identifies an existing relationship with Charles Schwab) to handle trade execution and reporting. Distinctive features called out in the brochure include the firm’s provision of educational seminars and workshops for clients and prospects, which is less common among peers, and an explicit disclosure about monitoring operational risks related to third‑party providers that use artificial intelligence and machine learning. The firm’s compact structure — a handful of CFP®-credentialed professionals overseeing a multi-hundred-million-dollar asset base — and inclusion of consulting services within its managed-account offering are also notable relative to many supported advisers.

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.