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

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

Wealth Management Consultants provides discretionary portfolio management primarily for individual and high-net-worth clients, preparing an investment policy statement for each client that reflects goals, time horizon, and risk tolerance. Services focus on asset allocation, asset selection, and regular portfolio monitoring implemented under a written advisory agreement. The firm’s investment process combines charting, fundamental, technical, cyclical and quantitative analysis and employs both long- and short-term trading approaches. Its stated strategies include margin (borrowed) transactions, short sales, and options trading (including selling puts, covered calls and spreads), indicating the use of leverage and derivatives within managed accounts. Operationally, all accounts are reviewed by the firm’s single investment professional and clients are required to custody assets at Charles Schwab Institutional, where the firm participates in an institutional advisor program that provides research and trading support. The adviser manages roughly $73.5 million across a relatively small number of client accounts, a combination of scale and centralized oversight that may set it apart from many peers.

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