A complete list of active advisors currently associated with Wealthy & Wise Family Office

Warmer can help you find a great advisor at Wealthy & Wise Family Office or one who fits your needs even better.

The firm provides fee-only wealth management and investment advisory services to individuals, small business owners and professionals, as well as corporations, trusts, estates and charitable organizations. Offerings include discretionary portfolio management, comprehensive financial planning (included for accounts of $1 million or more), family office consulting and modular financial-planning sessions for clients who are not otherwise under ongoing advisory arrangements. Investment advice is delivered through a customized, discretionary approach that emphasizes long-term wealth preservation, steady growth and global diversification, with each investment program continuously managed and periodically reviewed. The firm implements model portfolios in part through third‑party outside managers and custodians (including Betterment Institutional, Fidelity and Interactive Brokers), assisting with allocation selection, tailoring models and reviewing outside manager performance; it receives negotiated fee shares from those outside managers. Noteworthy aspects in the brochure include the firm’s public educational seminars and workshops (both free and paid) on personal finance and investor topics and its session‑based modular planning engagements billed per 60–90 minute session. The firm also provides family office services at no additional charge for larger relationships (accounts with at least $5 million), discloses the fee‑sharing relationship with outside managers as a potential conflict of interest, and lists advisors with professional designations such as CFP and CAIA and advanced academic credentials; the brochure does not disclose any disciplinary history.

To learn more about the advisors currently working at Wealthy & Wise Family Office, 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.