A complete list of active advisors currently associated with Wealthcrest Financial Services, LLC
Warmer can help you find a great advisor at Wealthcrest Financial Services, LLC or one who fits your needs even better.
WealthCrest serves individual investors (including high‑net‑worth clients) and pension/profit‑sharing plans, offering financial planning, investment supervisory services, and consulting. The firm manages approximately $507.5 million in discretionary assets and provides tailored plan development and implementation for a range of client circumstances. The firm generally delivers discretionary portfolio management billed as a percentage of assets under management, primarily using the Cambridge Managed Account Platform (CMAP) with accounts custodied at Pershing, and employs both fundamental and technical analysis with at least semi‑annual account reviews. WealthCrest also makes Cambridge’s WealthPort wrap strategies available (though a small share of firm AUM), customizes plans to clients’ goals and risk tolerances, and covers trading costs within CMAP accounts. WealthCrest’s advisors are registered representatives of Cambridge Investment Research and some are licensed insurance agents, and the brochure discloses that the firm may recommend commission‑based securities or insurance products (for example, variable annuities, 529 plans, or non‑traded REITs) in certain situations. The firm also operates a separate educational services entity that provides employee‑benefits training to federal audiences, provides annual client mailings and electronic communications, and discloses related‑party relationships with Cambridge (including transition loans) as potential conflicts of interest.
To learn more about the advisors currently working at Wealthcrest Financial Services, 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 |
|---|---|---|
Springfield, VA
| 33
| |
Springfield, VA
| 16
| |
Springfield, VA
| 6
| |
Palm Coast, FL
| 27
| |
Springfield, VA
| 18
|
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