A complete list of active advisors currently associated with Wealth Logic, LLC

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

Wealth Logic provides advisory services to individuals and families, trusts and estates, businesses, and charitable organizations, including work for endowments. Its services are delivered primarily on an hourly or occasional fixed-fee basis and concentrate on portfolio re-engineering, personal financial planning (retirement, cash/debt management, risk management) and business planning (strategic planning, employee benefits, valuations). The firm does not provide ongoing discretionary portfolio management or custody of client assets; clients are generally responsible for implementing recommendations and the firm can make introductions to custodians to assist with execution. Investment advice emphasizes low-cost, broadly diversified index funds, tax-efficient asset location and low turnover strategies, together with behavioral-finance counseling intended to reduce costly investor mistakes. Distinctive features include a focus on charitable organization clients and endowment engagements, and the use of fixed-fee work for some institutional or expert-witness engagements—arrangements noted as uncommon for peers. The firm is led by a licensed CPA and highlights tax efficiency, avoidance of commissions and percentage-of-assets billing, and a counseling-oriented approach rather than continuous portfolio supervision.

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