A complete list of active advisors currently associated with Wake Wealth Management Co.

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

Wake Wealth Management Co. provides financial planning and investment advisory services to individuals, families, trusts, charitable organizations, foundations, endowments and other institutional clients. The firm places heavy emphasis on written financial plans (one‑time and ongoing) and also offers portfolio management, reporting roughly $12 million in assets under management and serving a relatively small client base. WWM generally delivers advice on a non‑discretionary basis, working from client investment policy statements and offering engagements billed on hourly, fixed‑fee, or quarterly retainer arrangements; discretionary authority is accepted only for certain institutional or charitable accounts under written agreements. Its investment approach draws on modern portfolio theory and a broad toolkit — including long‑ and short‑term trading, strategic and tactical allocation, and the use of short sales, margin and options when applicable — with client‑specific plans used to tailor implementation. Compared with many peers, the firm’s emphasis on primarily non‑discretionary relationships and a planning‑first model is distinctive among supported advisers that more commonly manage assets discretionarily. The brochure also discloses that the firm’s advisors are registered to sell commissionable brokerage and insurance products through third parties, a relationship the firm notes can create conflicts of interest and which clients may choose to avoid by using other brokers.

To learn more about the advisors currently working at Wake Wealth Management Co., 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.