A complete list of active advisors currently associated with Turtle Bay Group, Inc.

Warmer can help you find a great advisor at Turtle Bay Group, Inc. or one who fits your needs even better.

Turtle Bay Group primarily serves high‑net‑worth individuals, trusts, estates, and charitable organizations. The firm acts mainly as a solicitor/referrer to a third‑party registered investment adviser for portfolio management, and it also provides consulting and non‑advisory family office services such as cash‑flow and retirement planning and advice on private placements. Turtle Bay does not manage client investment accounts or hold client assets; its investment recommendations for managed accounts are limited to the products and programs offered by the third‑party manager it recommends. For consulting clients the firm delivers tailored asset‑allocation and wealth‑advisory opinions, conducts periodic reviews of recommended managers, and does not exercise investment discretion over client accounts. Distinctive features include the firm’s integration with licensed legal and accounting services: principals provide non‑advisory legal and CPA services to clients for separate compensation and may devote substantial time to family office, accounting, and legal work. The firm also departs from common practice among peers by not charging percentage‑of‑assets advisory fees itself and by receiving disclosed referral compensation from the third‑party manager, an arrangement the firm monitors to address conflicts of interest.

To learn more about the advisors currently working at Turtle Bay Group, Inc., 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.