A complete list of active advisors currently associated with WealthShape LLC

Warmer can help you find a great advisor at WealthShape LLC or one who fits your needs even better.

WealthShape LLC provides investment management, comprehensive financial planning, and retirement‑plan consulting to individuals, families, and sponsors of ERISA retirement plans, including corporate pension and profit‑sharing plans. Services range from discretionary portfolio management to standalone planning engagements and plan‑level work such as fee benchmarking, recordkeeper searches, and participant or trustee education. The firm operates on a fee‑only, fiduciary basis and constructs globally diversified portfolios primarily using no‑load mutual funds and exchange‑traded funds, supplemented as appropriate by fixed income, real assets, and alternative strategy funds. Investment decisions are guided by a long‑term, asset‑allocation framework rooted in Modern Portfolio Theory, with tax‑aware practices such as asset location, tax‑loss harvesting, and systematic rebalancing. Notable distinctions include its active provision of ERISA‑specific fiduciary services — including serving in 3(21) or 3(38) capacities where applicable — which is relatively uncommon among independent one‑advisor firms. The firm also discloses formal side‑by‑side management and trade allocation policies and manages over $100 million in client assets while serving both retail and retirement plan clients.

To learn more about the advisors currently working at WealthShape 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.