A complete list of active advisors currently associated with Wealth Personal

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

Wealth Personal provides financial planning and ongoing investment management primarily to individual and high‑net‑worth clients. Services include fixed‑fee comprehensive financial plans covering estate, tax, investment and insurance matters, and both discretionary and non‑discretionary portfolio management billed on an asset‑based basis. The firm documents client objectives in an investment policy or risk‑tolerance statement, then constructs asset allocations and conducts periodic reviews to align portfolios with goals, time horizon, and risk tolerance. Investment analysis draws on fundamental, technical, and cyclical methods and uses sources such as Morningstar, client tax and insurance records, and other research materials to support recommendations. The firm is owner‑operated and wholly owned by a single individual, a concentrated ownership structure noted in its initial registration filing, and it operates with a small advisory staff. The owner also maintains a licensed insurance practice and devotes a meaningful portion of time to insurance activities, and the brochure discloses the potential conflicts from that arrangement and describes how they are managed; the firm also discloses procedural features such as the ability, in some cases, to waive planning fees if clients implement recommendations through the firm.

To learn more about the advisors currently working at Wealth Personal, 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
Brian Cannon	Elk Rapids, MI	10
Jessica Socolovitch	Elk Rapids, MI	8

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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