A complete list of active advisors currently associated with Wealth Quarterback LLC

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

Wealth Quarterback provides discretionary investment management and financial planning to individuals (including high-net-worth clients), charitable organizations, and pension and profit-sharing plans. The firm also accepts ERISA plan engagements, may recommend or allocate assets to unaffiliated independent managers, and conducts financial education seminars and workshops that can lead to complimentary initial consultations. The firm tailors programs to each client's stated objectives and employs a blend of fundamental, technical and quantitative analysis across long- and short-term trading strategies. It offers a Tactical Managed Strategy that the brochure describes as aggressive and speculative, using market-timing techniques and, at times, leveraged and inverse ETFs, while maintaining ongoing oversight of allocated third‑party managers. Noteworthy features relative to many team firms include an unusually high client load per advisor and an atypically broad multi-office footprint, alongside affiliated business activities in insurance and a disclosed, currently dormant affiliated tax entity. The firm emphasizes client education and broadcast outreach, uses third‑party performance reporting technology, and discloses relationships with broker‑dealers and third‑party advisers, including fee‑sharing arrangements.

To learn more about the advisors currently working at Wealth Quarterback 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.