A complete list of active advisors currently associated with Wexler Enterprises
Warmer can help you find a great advisor at Wexler Enterprises or one who fits your needs even better.
WEXLER ENTERPRISES serves a broad mix of clients — individuals and high‑net‑worth families, trusts and estates, corporations and other businesses, and retirement plans — offering investment management, financial planning, wealth management and consulting alongside insurance producer services. The firm provides both individual portfolio management and services directed to pension and other institutional/plan clients, and it also conducts educational seminars, workshops and training for corporate and community audiences. Its investment process is built around a documented Investment Policy Statement and asset‑allocation driven portfolio construction that can include traditional equities and fixed income as well as selected alternative exposures (e.g., REITs, derivatives, private equity for accredited investors, and insurance‑based products with separate accounts). WEXLER ENTERPRISES offers discretionary and non‑discretionary management, model portfolios, periodic reporting and ERISA‑oriented advisory services, and it describes how it monitors accounts and rebalances in response to client objectives and plan governance needs. What sets the firm apart from many small independent advisers is the combination of licensed insurance‑producer activity with explicit retirement‑plan services: it discloses offering indexed and variable life/annuity products and separately provides ERISA retirement‑plan consulting and a Section 3(38) fiduciary investment manager program for sponsors. The brochure also emphasizes formal educational offerings (paid corporate training and public seminars) and discloses commission‑based insurance compensation and related conflict‑management practices, all of which are less common among peer firms of this type.
To learn more about the advisors currently working at Wexler Enterprises, 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 |
|---|---|---|
Brookfield, MA
| 5
|
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