A complete list of active advisors currently associated with Wealth Protection Management

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

Wealth Protection Management serves individual clients and provides investment advisory and wealth-protection services alongside a distinct divorce financial planning practice; the firm provides asset management, financial planning, and consultation for clients and legal professionals on divorce-related financial matters. The firm operates on a fee-only basis, does not accept commissions or soft-dollar benefits, and uses independent custodians to hold client assets. Its investment approach emphasizes strategic asset allocation and individualized portfolio construction, employing a mix of passive index/ETF exposures and active security selection such as dividend-paying stocks, mutual funds, and fixed income guided by fundamental and technical analysis. Portfolios are generally globally diversified and tailored to each client’s objectives, with discretionary trading implemented under a limited power-of-attorney and written reviews provided on an agreed schedule. The firm is notable for maintaining a separate divorce financial planning business line supported by credentials in divorce financial analysis and financial forensics and experience providing litigation support and expert-related services to attorneys. As a solo, boutique advisor managing roughly $13.4 million for a small client base, the firm emphasizes individualized, non‑model portfolio management and will refer to third‑party managers when specialized expertise is appropriate.

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