A complete list of active advisors currently associated with Wealth Span Capital Management

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

Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars and workshops to individuals, trusts, estates, charitable organizations, and small businesses. The firm works with both discretionary and non-discretionary accounts and offers written financial planning advice alongside periodic no-fee educational sessions on topics such as investing, estate and business planning, and insurance. The firm’s investment approach centers on custom portfolio management using a tactical allocation strategy intended to reduce risk and seek improved performance, employing instruments that can include exchange-listed securities, corporate and municipal debt, mutual funds, ETFs, and cash positions used as potential hedges. Accounts are monitored on a regular basis and portfolios are tailored to client objectives and risk tolerance, with execution and custody handled through third‑party custodians while the firm does not maintain custody of client assets beyond authorized fee deductions. Distinctive features include the firm’s regular, complimentary educational seminars and workshops—a service that is relatively uncommon among peers—and a focus on individualized allocation shifts, including occasional specific stock recommendations to target sector weightings or dividend potential. The firm manages approximately $36.9 million for a limited client base and emphasizes addressing concentration, sector, and risk‑management considerations within each client’s customized strategy.

To learn more about the advisors currently working at Wealth Span Capital 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.