A complete list of active advisors currently associated with Wealthshield Partners, LLC

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

WealthShield Partners provides discretionary and non-discretionary asset management, financial planning and consulting, and retirement/pension consulting to a mix of individual clients (including high-net-worth individuals), trusts, corporations, pension plans and other advisers; the firm manages roughly $1.26 billion in client assets through a 15-advisor team serving over 1,100 clients. Its planning and consulting services encompass investment, retirement, estate and charitable planning as well as corporate and personal tax planning, cost segregation studies and other business-related analyses. The firm tailors portfolios to client objectives and risk tolerances, offering both discretionary authority and the option for client-imposed restrictions, and it employs a range of analytical approaches — including fundamental, quantitative and technical methods — with strategies that can include long- and short-term trading, options and margin where suitable. WealthShield delivers advice through a network of investment adviser representatives and uses third‑party platforms and custodians (noting Envestnet as a platform and Raymond James and Schwab as custodians), may engage sub-advisers or wrap programs, and discloses that it receives portions of platform fees and other third‑party economic arrangements. Compared with many multi‑team peers, WealthShield explicitly provides ERISA-compliant pension consulting to employer plan sponsors and participants and reports relationships serving state and municipal government clients, a client type that is less common among firms in its category. The firm also discloses an affiliation with accounting-related services and highlights tax- and corporate-focused offerings (e.g., tax planning and cost segregation), and it documents certain economic relationships with custodians and platforms (including past repayable loans and transition assistance) that it addresses in its disclosures.

To learn more about the advisors currently working at Wealthshield Partners, 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.