A complete list of active advisors currently associated with Wintrice Money Advisors, LLC
Warmer can help you find a great advisor at Wintrice Money Advisors, LLC or one who fits your needs even better.
The firm provides discretionary asset management and comprehensive financial planning and consulting to individual clients, delivering ongoing portfolio management and written planning recommendations. Services typically include initial and periodic reviews, access to online planning software for scenario analysis, and regular check-ins to monitor progress. Investment decisions are tailored to each client's stated objectives and documented in an investment policy or risk-tolerance statement, with security selection informed by a mix of fundamental, technical, and cyclical analysis. The firm generally manages accounts on a discretionary basis, conducts quarterly reviews (more frequently as needed), and performs active monitoring and maintenance of distressed investments when applicable. Noteworthy features include a modest asset base—approximately $2.6 million—across a small number of client relationships, operation without selling commissioned investment products through the advisory business, and reliance on custodial support services that provide operational benefits such as a dedicated trading desk and account services. The firm’s principal maintains a separate insurance-agent business (reported as under 1% of time), a disclosed potential conflict mitigated by procedures and disclosures, and the firm generally does not vote client proxies, leaving voting to clients unless assistance is requested.
To learn more about the advisors currently working at Wintrice Money Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
West Palm Beach, FL
| 17
|
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