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 individual and high-net-worth clients as well as trusts, estates, business entities, charitable organizations, and retirement plans, offering fiduciary investment management and holistic financial planning. The firm also provides estate planning coordination and an atypical travel planning service that the brochure states is included in clients’ overall advisory relationship. The firm’s investment approach is grounded in Modern Portfolio Theory and implemented through proprietary model portfolios composed mainly of mutual funds and ETFs, with periodic rebalancing and systematic tilts toward small-cap and value exposures and a preference for investment-grade, short- to intermediate-term fixed income. Portfolio design emphasizes strategic asset allocation as the primary driver of returns and is managed for long-term objectives, with discretionary trading used when agreed in writing. Notable for a small advisory team, the firm reports managing roughly $266 million across about 273 client relationships, resulting in a relatively concentrated advisor-to-assets and advisor-to-client structure compared with many peers. The brochure also discloses affiliated entities that provide insurance and tax services, which the firm identifies as potential conflicts of interest to be disclosed and managed.

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.