A complete list of active advisors currently associated with Wealth Solutions, Inc.

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

Wealth Solutions, Inc. provides financial planning, portfolio management (both discretionary and non‑discretionary), and related consulting to individual clients and business entities, including advice on variable annuities and employer‑sponsored retirement plans. The firm also recommends and sells life, disability, and long‑term care insurance and facilitates management of held‑away retirement accounts through a third‑party platform. Investment advice is implemented through a combination of fundamental and technical analysis and typically allocated to mutual funds and exchange‑traded funds, with targeted strategic asset allocations and periodic rebalancing. The firm limits trading activity to reduce costs, monitors accounts quarterly, and uses multiple custodians and third‑party platforms to hold and report client assets. The firm operates with an unusually high client‑to‑advisor ratio — one advisor serves 431 client relationships while the firm reported approximately $52 million in assets under management as of December 31, 2025 — indicating a scaled, resource‑dependent servicing model. The brochure discloses that the firm’s principal is a licensed insurance agent who receives commissions for insurance sales and that prior regulatory matters involving the firm and its principal (including SEC, FINRA, and state proceedings) are disclosed.

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