A complete list of active advisors currently associated with Tweet Management Services, Inc.

Warmer can help you find a great advisor at Tweet Management Services, Inc. or one who fits your needs even better.

Tweet Management Services, Inc. provides ongoing portfolio management and financial planning to individuals, retirement accounts, pension and profit-sharing plans, and small businesses. The firm implements strategies through separately managed accounts and may engage third‑party investment managers to manage portions of client portfolios. The firm’s investment process combines fundamental analysis of issuers with technical price‑action review and typically uses publicly traded stocks and bonds, mutual funds and ETFs, government securities, commodity‑based ETFs and limited options. It generally manages client accounts on a nondiscretionary basis, conducts due diligence on recommended third‑party managers, and coordinates estate and tax matters with clients’ outside professionals. Notable distinctions disclosed in the brochure include an affiliated insurance activity: a principal is a licensed insurance agent who may sell insurance products (excluding variable products) for commission, which the firm discloses as a potential conflict of interest. The firm reports virtually all assets as nondiscretionary (about $120.5 million nondiscretionary and $0 discretionary as of February 28, 2026), offers pension consulting services, and requires use of its recommended custodians while disclosing receipt of soft‑dollar research and block‑trading practices.

To learn more about the advisors currently working at Tweet Management Services, 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.