A complete list of active advisors currently associated with CN Wealth LLC

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

CN Wealth is a small, state-registered investment adviser that provides discretionary wealth management and financial planning to individual clients. The firm manages roughly $3.15 million on a discretionary basis and constructs portfolios using mutual funds, ETFs, individual stocks and bonds while also advising on retirement accounts and related distribution or rollover decisions. The advisor emphasizes a primarily long-term investment approach informed by both fundamental and technical analysis, and implements customized asset allocations, periodic rebalancing and occasional shorter-term trades to meet client needs. Investment selection follows an internal due diligence process, and the firm typically handles portfolio implementation and ongoing supervision under discretionary authority agreed with each client. Distinctive features include the principal’s professional accounting background and CPA credential, and prior roles as a controller and CFO, which the firm cites in its compliance and planning practices. The firm is newly formed and small (one principal), does not impose a stated minimum relationship size, and maintains an institutional relationship with its custodian platform that provides software and support to the adviser.

To learn more about the advisors currently working at CN Wealth 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.