A complete list of active advisors currently associated with Wealth Teams Alliance

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

Wealth Teams Alliance provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, and also offers retirement plan services (trustee‑directed and participant‑directed) and a wrap fee program. The firm charges asset‑based advisory fees and integrates planning, consulting and implementation referrals into its client relationships. The firm develops individualized investment policies and ongoing account supervision, and it may allocate assets among internal strategies, sub‑advisers or separately managed accounts. Its stated primary method of analysis is technical analysis, and it implements both long‑ and short‑term purchases while treating cash as an asset class; Wealth Teams Alliance also uses certain DFA mutual funds (which are generally available only through approved advisers) and has an AI use policy governing analytic tools. Compared with many multi‑team peers, the firm publishes periodicals or client newsletters as part of its communications and also makes available Trust Deed/first‑priority lien real estate opportunities through Ignite Funding, for which it is compensated for advisory services. Wealth Teams Alliance discloses multiple affiliations — including insurance agencies and broker‑dealer relationships that can involve commission‑based implementation — and notes it will not provide separate written portfolio reports beyond custodian statements.

To learn more about the advisors currently working at Wealth Teams Alliance, 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.