A complete list of active advisors currently associated with Wealth & Wellness Group, LLC

Warmer can help you find a great advisor at Wealth & Wellness Group, LLC or one who fits your needs even better.

The firm provides investment advisory and planning services to individuals (primarily high‑net‑worth clients), trusts, estates, charitable organizations and retirement plans, offering portfolio management, financial planning, second‑opinion reviews and fiduciary services. According to its Form ADV, the firm manages client assets on both discretionary and non‑discretionary bases and reports approximately $63 million in discretionary assets and about $2.2 million in non‑discretionary assets as of the brochure date. Investment advice is delivered with a tailored portfolio management approach that emphasizes diversification, asset allocation, Modern Portfolio Theory and fundamental analysis, and the firm accepts both discretionary and directed relationships. The brochure notes the firm typically charges percentage‑of‑assets fees but also offers flat‑fee planning and one‑time flat fee reviews for second‑opinion engagements, and it works with custodians that provide institutional services and research support. Notable distinctions include the firm’s stated client focus on high‑net‑worth individuals and its absence of lower‑net‑worth retail individual clients, a segmentation that is less common among peers in this category. The firm also discloses that it may serve as a trustee or guardian in fiduciary capacities and, when doing so, follows formal custody safeguards and reporting practices (including compliance with state audit requirements and written standing transfer instructions) that go beyond typical advisory arrangements.

To learn more about the advisors currently working at Wealth & Wellness Group, 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.