A complete list of active advisors currently associated with Tailored Wealth Solutions

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

Tailored Wealth Solutions provides discretionary investment management primarily to pooled vehicles and institutional clients, and also offers related advisory services such as model-based portfolio management, selection of third‑party sub‑advisors, and financial planning and retirement-plan advice. The firm implements portfolios through its proprietary model strategies and, when appropriate, places client assets with third‑party money managers or sub‑advisors and wrap programs. The firm’s investment approach combines fundamental, technical and charting analysis and employs both strategic and tactical asset allocation along with value‑oriented techniques across a wide range of security types, including alternative and private market investments. Tailored Wealth Solutions typically manages accounts on a discretionary basis using model portfolios and has an explicit policy favoring asset‑based platform pricing while monitoring selected third‑party advisers it engages. Noteworthy aspects disclosed in the brochure include its recent initial SEC registration in 2026 and that it reported no assets under management as of the filing date, alongside a small advisory team that leverages third‑party managers. The firm also emphasizes client education through newsletters, videos, social media and occasional seminars, discloses the ability to charge hourly fees for specialized projects, and notes that some advisors act in a dual capacity as licensed insurance agents — a practice the firm identifies as creating potential conflicts of interest.

To learn more about the advisors currently working at Tailored Wealth Solutions, 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.