A complete list of active advisors currently associated with Vortalis Wealth Management LLC

Warmer can help you find a great advisor at Vortalis Wealth Management LLC or one who fits your needs even better.

The firm provides discretionary investment management and one-time, project-based financial planning services to individuals and high-net-worth individuals. It advises on a range of securities including stocks, bonds, mutual funds, ETFs, and municipal and government securities, and will review or incorporate investments clients already hold. Its investment process combines fundamental, technical, cyclical and charting analysis and relies on Modern Portfolio Theory to set asset-allocation targets, using a mix of passive and active vehicles and holding positions long term with limited short-term trades as needed. The firm also offers socially conscious/ESG options and typically operates on an institutional custodial platform and third-party research resources. Noteworthy distinctions include offering hourly billing for limited-scope, project-based financial planning in addition to asset-based advisory services—an approach that is relatively uncommon among comparable investment managers. The firm is newly established and its principal concurrently holds a full-time operating role at a quantitative research firm (clients are not solicited into that business); the adviser is fee-only and does not accept sales commissions.

To learn more about the advisors currently working at Vortalis 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
Paul Burke	El Dorado Hills, CA	0

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