A complete list of active advisors currently associated with Willcox Wealth Management

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

Willcox Wealth Management provides discretionary wealth management and financial planning for individual and high‑net‑worth clients, and also offers limited‑scope, one‑time financial planning engagements. Services described in the brochure include portfolio management across stocks, bonds, mutual funds, ETFs and municipal securities, plus retirement, estate, tax, business planning, insurance review and cash‑flow analysis. The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, and it commonly implements third‑party, risk‑based model portfolios—specifically BlackRock’s and Charles Schwab’s ETF model solutions—while also recommending and monitoring outside managers when appropriate. Portfolios emphasize ETF and mutual‑fund allocations (passive and active options), the adviser generally manages accounts on a discretionary basis, and financial planning is made available to clients at their election. Distinctive features relative to many peers include the firm’s modest scale (roughly $3.35 million in assets under management across a very small number of client relationships) and a trading practice that does not aggregate or block trades, with orders implemented on an individual account basis. The lead advisor also maintains a consulting role with Retire Sound, Inc. dba Addition (about 25% of his time), and the firm relies primarily on custodian reporting rather than producing separate written performance reports.

To learn more about the advisors currently working at Willcox Wealth Management, 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.