A complete list of active advisors currently associated with Wisniewski Wealth Management

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

Wisniewski Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, business entities and charitable organizations, offering investment management and holistic financial planning along with estate‑planning coordination. The firm’s brochure also lists non‑investment services, including travel‑planning assistance and coordination with clients’ other professional advisors. The firm describes an investment approach grounded in Modern Portfolio Theory, using broadly diversified model portfolios made up primarily of mutual funds and ETFs, with periodic rebalancing and a long‑term orientation. Financial planning is integrated into its advisory services using a three‑pillar framework of wealth enhancement, wealth protection, and wealth transfer, and recommendations are coordinated with tax and insurance considerations. The brochure reports roughly $266 million in regulatory assets under management and 273 clients, reflecting unusually high AUM and client count per advisor relative to peers in the supported‑firm category. It also discloses affiliations with an insurance agency and a tax advisory firm and describes limited‑custody arrangements (including standing letters of authorization and the need for independent verification), features that represent notable operational and conflict‑management distinctions.

To learn more about the advisors currently working at Wisniewski 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.