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

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

The firm provides discretionary portfolio management and develops individualized investment policies for primarily individual investors as well as a limited number of institutional and charitable clients, including endowments and foundations. Services include ongoing portfolio oversight, quarterly performance reporting, and optional, separately billed federal and state income tax return preparation. Investment decisions are guided by client-specific written investment policies and a research framework that emphasizes fund manager analysis, relative-value assessments, economic data, and cost minimization. Portfolios use a mix of actively and passively managed mutual funds and ETFs to construct diversified, benchmark-aware allocations and to pursue incremental gains through asset-allocation tilts and security selection. Compared with many independent advisory peers, the firm is notable for formally serving charitable and other institutional clients and for conducting scheduled board or governance meetings for those organizations. The firm also recently added tax-preparation services as an optional offering and states adherence to the CFA Institute Code of Ethics as part of its fiduciary practices.

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