A complete list of active advisors currently associated with Warther Private Wealth

Warmer can help you find a great advisor at Warther Private Wealth or one who fits your needs even better.

The firm provides investment management, financial planning, pension consulting, and investment advisory consulting to individuals, high net worth clients, and other professionals, managing roughly $371 million for about 237 clients with two primary advisors. Services include discretionary and non‑discretionary portfolio management, customized financial plans, and participant education and consulting for retirement plans. Portfolios are built primarily with equities, bonds and low‑cost ETFs and the firm describes a primarily long‑term focus while retaining the ability to trade or reallocate positions more quickly for rebalancing or client needs. Its stated methods emphasize fundamental analysis (with occasional technical and cyclical tools), and it offers both customized portfolios and model strategies with ongoing monitoring and quarterly reviews. The firm publishes historical performance results in its materials, a disclosure practice that is not common among peers. It is also affiliated with a securities broker‑dealer and operates as a licensed insurance agency—its advisors are registered representatives with Independence Capital and licensed insurance agents—which the brochure discloses as a source of commission‑based compensation and potential conflicts that the firm addresses through fiduciary disclosures and its code of ethics; the firm also manages a relatively large asset base given its two‑advisor structure.

To learn more about the advisors currently working at Warther Private Wealth, 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.