A complete list of active advisors currently associated with Wisdom Wealth Investment Advisors LLC

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

Wisdom Wealth serves individual clients — including high-net-worth individuals — as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, advisory consulting, and pension consulting. The firm tailors portfolios and advice to each client's objectives and risk tolerance, routinely incorporating financial planning into portfolio management at no separate charge and using model portfolios or customized strategies with ongoing monitoring and rebalancing. For held-away retirement assets the firm uses third‑party platforms (Absolute Capital and Pontera), noting that Pontera-managed held‑away assets are managed on a discretionary basis while Absolute Capital is used on a non‑discretionary basis. Distinctive features disclosed in the brochure include an affiliated tax‑preparation business owned by a firm principal, and the offering of investment‑related educational seminars and participant enrollment meetings as part of its pension consulting services at no additional fee. The brochure also notes that advisors are licensed insurance agents and registered representatives who may earn separate commissions, a referral and compensation arrangement clients should consider alongside the firm's roughly $139 million in assets under management across about 270 client relationships.

To learn more about the advisors currently working at Wisdom Wealth Investment 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.