A complete list of active advisors currently associated with Wisdom Wealth Management
Warmer can help you find a great advisor at Wisdom Wealth Management or one who fits your needs even better.
Wisdom Wealth Management serves individual and high-net-worth clients, as well as trusts, small- to mid-sized businesses and charitable organizations, through ongoing wealth management and financial planning services and standalone, project-based planning engagements. The firm operates on a fee-only basis and provides investment management that can be discretionary, along with monitoring of held-away accounts and periodic consultative reviews. The firm’s investment approach emphasizes strategic asset allocation informed by Modern Portfolio Theory and a mix of passive and active strategies, with decisions guided by risk tolerance, time horizon, and tax considerations. It may employ outside managers and model portfolios and can incorporate ESG screens or customized values-based investments, while relying on a third-party platform for trading, rebalancing, and administrative functions. Noteworthy for a small adviser, the firm discloses that it advertises third-party ratings in its marketing (see the firm website listed on the brochure cover) and provides quarterly performance reports to clients. The firm also discloses a custody arrangement that results from standing letters of authorization permitting disbursements (described in Item 15), and it delegates certain operational and model-management functions to a third-party platform provider.
To learn more about the advisors currently working at Wisdom 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.
Name |
Location |
Years of experience |
|---|---|---|
Bloomington, MN
| 16
|
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