A complete list of active advisors currently associated with Wingstem Wealth, LLC

Warmer can help you find a great advisor at Wingstem Wealth, LLC or one who fits your needs even better.

Wingstem Wealth serves individuals (including high-net-worth clients), pension and profit-sharing plans, and corporate clients, delivering wealth management, financial planning, estate consulting, and ERISA-qualified plan services. The firm offers both discretionary and non‑discretionary portfolio management and may recommend third‑party sub‑advisers and model managers to implement client strategies. Investment advice is tailored to each client’s goals and risk tolerance and draws on multiple analytic methods — including charting, fundamental, technical, cyclical and economic reviews — and a mix of mutual funds, ETFs, individual securities and sub‑adviser models. The brochure discloses that Wingstem and its platform relationships may employ option strategies (covered calls, long calls and long puts) and that model managers accessed through the Orion platform implement portfolio trades. Notable distinctions include the firm’s affiliation with insurance and consulting businesses (Wingstem Services, Inc., Amick and Associates, Inc., and L.G. Goldstein and Associates, Inc.) and that certain advisory personnel are licensed insurance agents and registered representatives, which the brochure identifies as a potential source of conflicts of interest. The brochure also highlights the firm’s use of third‑party custodial and platform services that provide research, publications and conferences and that enable model‑based separate account management and custom indexing through Orion.

To learn more about the advisors currently working at Wingstem Wealth, LLC, 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.