A complete list of active advisors currently associated with Virtue Wealth Counsel, LLC
Warmer can help you find a great advisor at Virtue Wealth Counsel, LLC or one who fits your needs even better.
Virtue Wealth Counsel provides investment advisory and portfolio management services to individual and high-net-worth clients. The firm operates with a small adviser team and serves a modest client base through personalized financial planning and portfolio oversight. Advisors at the firm emphasize individualized planning that can incorporate tax, estate, and charitable considerations alongside investment management. Services are delivered through direct advisor relationships and are tailored to the needs of families and individual clients. Distinctively, the firm includes an advisor who is a licensed attorney admitted to practice in Hawaii and who offers stewardship-based charitable gift planning and nonprofit consulting. That advisor’s outside, compensated charitable-planning activities and prior foundation leadership are disclosed as potential conflicts of interest and clients are informed they are not required to engage those services.
To learn more about the advisors currently working at Virtue Wealth Counsel, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Tyler, TX
| 28
| |
Omaha, NE
| 2
| |
Omaha, NE
| 28
|
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