A complete list of active advisors currently associated with Winged Wealth Management and Financial Planning

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

Winged Wealth Management and Financial Planning works with individual clients — including higher‑asset households — to provide comprehensive financial planning and discretionary investment management, and it also offers project‑based and hourly planning engagements. The firm prepares written financial plans, implements and monitors portfolios, and reports that it manages roughly $45 million for about 50 clients. The firm’s investment process combines fundamental security analysis with principles of modern portfolio theory to establish asset allocation targets and construct portfolios consistent with each client’s Investment Policy Statement, and accounts are reviewed on a regular (quarterly) basis. Its advisory work routinely integrates retirement, tax, insurance, college (including advice on held‑away 529 plans), and estate planning, and the firm discloses operational practices such as aggregating (block) trades when appropriate. What is distinctive relative to many peers is the firm’s regular provision of educational seminars and public speaking engagements for groups — an offering the brochure notes may be paid or provided pro‑bono and is uncommon among independent advisors. The firm also emphasizes military‑focused planning credentials and the use of third‑party estate‑document services to help implement plans, signaling experience with service members and a willingness to coordinate outside specialists for clients’ non‑investment needs.

To learn more about the advisors currently working at Winged Wealth Management and Financial Planning, 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.