A complete list of active advisors currently associated with Wysopal Wealth
Warmer can help you find a great advisor at Wysopal Wealth or one who fits your needs even better.
Wysopal Wealth Planning serves individual and high‑net‑worth clients, offering investment management, both ongoing and project‑based financial planning, and educational seminars or speaking engagements. The firm operates on a fee‑only basis and manages approximately $6.7 million for a small client base, providing discretionary portfolio management across common securities including stocks, bonds, mutual funds, ETFs, and cash equivalents. The firm develops personalized investment policies through one‑on‑one client dialogues and implements asset allocation using a blend of passive and active strategies informed by Modern Portfolio Theory, fundamental and technical analysis. It may utilize outside managers and model portfolios to execute strategies, monitors portfolios regularly, and tailors planning work to cover business planning, retirement, employee benefits, estate planning, and tax considerations. Distinctive features include the firm’s offering of educational seminars and speaking engagements — an uncommon service among peers — delivered in virtual or in‑person formats and intended for groups rather than individualized advice. The principal holds CFP® certification and an equity‑compensation designation and has prior experience working with equity‑compensation matters, which may inform the firm’s emphasis on employee benefits optimization, equity compensation, and business‑owner planning.
To learn more about the advisors currently working at Wysopal Wealth, 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 |
|---|---|---|
La Grange Park, IL
| 9
|
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