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.

The firm works with individuals, married couples, trusts, and estates, offering financial planning, investment advisory services, and portfolio management. It also produces newsletters and holds educational seminars, workshops, and public speaking events, and charges for services via hourly, fixed-fee, or percentage-of-assets arrangements. Investment decisions are guided by Modern Portfolio Theory, favoring diversified, low-cost mutual funds and ETFs with buy-and-hold allocations, periodic or automated rebalancing, and optional tax-loss harvesting to improve tax efficiency. The firm also may allocate a portion of portfolios to individual securities for exposure to emerging asset classes (for example, cryptocurrencies) and manages discretionary accounts on a custodian platform clients must use. Distinctive aspects include the firm’s principal maintaining separate licensed practices as an estate-planning attorney and as an insurance agent, with life insurance and annuity products offered outside the advisory entity—an arrangement the brochure identifies as creating potential conflicts of interest. The firm’s institutional relationship with its custodian platform includes participation in a support program that provides technology and financial incentives tied to assets held on that platform, which the brochure notes could influence custodian selection.

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
David Gerszewski	Chandler, AZ	9

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