A complete list of active advisors currently associated with Wealth Script Advisors

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

Wealth Script Advisors provides wealth management and financial planning services to individual and high‑net‑worth clients, delivering ongoing investment management alongside written financial plans that cover business planning, cash flow, estate and tax planning, college savings, employee benefits, and risk management. The firm advises on a broad range of investments including stocks, bonds, mutual funds, ETFs, and municipal and government securities, and it assists clients in selecting and monitoring third‑party investment managers. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using both passive and active vehicles to construct diversified portfolios and relying on BlackRock ETF model portfolios for certain client solutions. Portfolios are tailored to client objectives and constraints, with the adviser offering non‑trading advice, the option to impose written restrictions, and the use of outside managers when appropriate. Compared with many peers, the brochure discloses that WSA may employ derivatives and options, long/short techniques and alternative products such as exchange funds to address concentrated positions and tax needs, and explicitly discusses short‑selling and the borrowing risks inherent in those strategies — all of which the firm says will be explained to clients in advance. The firm also notes use of third‑party evaluations in its public materials and documents institutional custodian relationships and third‑party research support as part of its due diligence and service model.

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