A complete list of active advisors currently associated with Wealth & Tax Planners LLC
Warmer can help you find a great advisor at Wealth & Tax Planners LLC or one who fits your needs even better.
Wealth & Tax Planners LLC serves individual and high‑net‑worth clients, small businesses, and retirement plans, managing about $75 million for roughly 250 clients with a two‑advisor team. The firm provides comprehensive financial planning and portfolio management, including retirement, college, estate and tax‑reduction analyses, and implements portfolios using independent money managers, mutual funds, ETFs, or individual securities. The firm’s investment approach is described as “scientific diversification,” grounded in Modern Portfolio Theory and focused on strategic asset allocation with tactical adjustments; it employs both passive and active strategies across a broad range of asset classes. Wealth & Tax Planners uses proprietary retirement‑planning tools and Monte Carlo analysis to support goal‑specific planning and will accept discretionary authority for managed accounts when clients permit. A noteworthy aspect of the firm is that some advisers operate in dual capacities as registered representatives of an independent broker‑dealer and as independent insurance agents, meaning the firm offers brokerage and insurance product implementation in addition to fee‑based advisory services. Those dual roles and the associated potential for commission‑based product sales are disclosed to clients and the firm emphasizes client choice in implementation; the combination of a small advisory team, in‑house planning software, and active brokerage/insurance activity differentiates the firm from many peers.
To learn more about the advisors currently working at Wealth & Tax Planners 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.
Name |
Location |
Years of experience |
|---|---|---|
Walnut Creek, CA
| 41
| |
Walnut Creek, CA
| 30
|
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