A complete list of active advisors currently associated with Weigelfam

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

Weigelfam provides wealth management, financial planning, and both discretionary and nondiscretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a single-advisor practice and manages roughly $64.3 million in discretionary assets for about 80 clients. The firm’s investment approach combines fundamental and cyclical analysis and uses proprietary models composed mainly of mutual funds, ETFs, individual securities, bonds, structured products and occasional alternatives, with a generally long-term orientation and flexibility for shorter-term trades for rebalancing or client needs. Weigelfam describes a six‑“Sleeves” diversification framework, will retain legacy positions for tax or fit reasons, and reports internal hold‑to‑maturity “fair value” estimates for certain income strategies in addition to custodial pricing. Noteworthy differences from many peers include the firm’s use of published performance materials — including predecessor and hypothetical results — and the inclusion of material disclosure events about the principal’s personal bankruptcy filing and prior regulatory matters in its brochure. The firm also provides institutional pension consulting and retirement-plan services (including 3(21)/3(38) roles, benchmarking, participant education and ERISA support) and operates a temporary fee‑waiver program for specific money‑market mutual funds, features that are uncommon among solo independent advisers.

To learn more about the advisors currently working at Weigelfam, 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.