A complete list of active advisors currently associated with Vivere Wealth Management LLC
Warmer can help you find a great advisor at Vivere Wealth Management LLC or one who fits your needs even better.
Vivere Wealth Management provides financial planning, investment advisory services, and client consultations for individuals, married couples, trusts, and estates. The firm also communicates with the public through free newsletters and offers educational seminars, workshops, and other speaking events. The firm follows a Modern Portfolio Theory framework and typically implements diversified, low-cost mutual fund and ETF allocations, with discretionary authority to rebalance and pursue tax-loss harvesting when appropriate. Vivere may allocate portions of portfolios to individual securities for exposure to emerging asset classes (for example, cryptocurrencies) and reviews client accounts on a quarterly basis. The firm’s principal also practices estate-planning law and is a licensed insurance agent; clients may engage those legal or insurance services under separate licenses, a structure the brochure identifies as creating potential conflicts of interest when commissionable insurance or annuities are recommended. Vivere operates at a very small scale (managing just under $1 million across three client relationships) and maintains an institutional relationship with the Altruist custody platform that provides technology support and financial incentives which may influence its custody recommendations.
To learn more about the advisors currently working at Vivere Wealth Management 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 |
|---|---|---|
Chandler, AZ
| 8
|
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