A complete list of active advisors currently associated with MDS Wealth Advisors, LLC
Warmer can help you find a great advisor at MDS Wealth Advisors, LLC or one who fits your needs even better.
MDS Wealth Advisors provides discretionary portfolio management and related investment advisory services to individuals (including high‑net‑worth clients) and pension or profit‑sharing plans. The firm documents client objectives in individualized Investment Policy Statements and maintains a $100,000 account minimum while overseeing roughly $27.8 million across a small roster of clients. The firm follows a long‑term trading orientation and generally seeks discretionary authority to implement asset allocation, security selection, and regular portfolio monitoring. Its methods of analysis include fundamental, technical, cyclical and quantitative approaches alongside modern portfolio theory to guide investment decisions. Notably, the firm has ties to external legal and publishing activities: a principal practices law and the firm issues a subscription newsletter (and is affiliated with a separate investment‑publishing entity), arrangements the brochure identifies as potential sources of conflicts of interest. The combination of a very small advisory team with these outside legal and publishing relationships is atypical for firms of similar scale and is disclosed as potentially influencing how advisory and ancillary services are offered.
To learn more about the advisors currently working at MDS Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Williamstown, MA
| 10
| |
Williamstown, MA
| 20
|
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