A complete list of active advisors currently associated with Wealth Alliance, LLC
Warmer can help you find a great advisor at Wealth Alliance, LLC or one who fits your needs even better.
Wealth Alliance serves individuals, families, trusts, estates, retirement-plan participants and small businesses, with particular focus on business owners and executives transitioning to retirement and emerging-wealth professionals. The two-advisor firm manages roughly $64.5 million for about 266 clients and provides discretionary investment management alongside personal financial analysis and consulting, including the option to consider private placements and alternative investments where appropriate. The firm implements a suite of 22 proprietary model portfolios spanning conservative to aggressive allocations, using ETFs, mutual funds, individual bonds, REITs, commodities, options and CDs, with alternative “satellite” holdings used for diversification. Investment selection combines quantitative ranking models with fundamental and valuation analysis, and portfolios are monitored continuously with periodic rebalancing on a discretionary basis. Wealth Alliance is distinctive among peers for its accounting and tax-related capabilities: the firm’s principal holds an inactive CPA license and CFP credential, and an advisor provides enrolled-agent tax-preparation services through an affiliated tax practice, a relationship the brochure identifies as an affiliation with accounting/tax services. Advisors also maintain broker‑dealer registrations and insurance licenses that permit offering certain private placements, annuities and insurance products (which may generate commissions), and the firm discloses these dual roles and related conflicts while stating its fiduciary obligations.
To learn more about the advisors currently working at Wealth Alliance, 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 |
|---|---|---|
El Cajon, CA
| 27
| |
San Diego, CA
| 26
|
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