A complete list of active advisors currently associated with Wealth intelligently navigated, LLC
Warmer can help you find a great advisor at Wealth intelligently navigated, LLC or one who fits your needs even better.
Wealth Intelligently Navigated, LLC is an SEC-registered investment adviser formed in 2026 that offers investment advisory and financial planning services through managed account programs. The firm provides both discretionary and non‑discretionary portfolio management, ongoing account supervision, and one‑time or project‑based financial planning engagements. WIN’s investment approach centers on matching asset allocation to client risk tolerance and time horizon, using techniques such as asset allocation, dollar‑cost averaging, and both long‑ and short‑term trading strategies as appropriate. The firm also evaluates and recommends investment product options, requests clients use a recommended custodian for account services, and conducts at least quarterly reviews of accounts and client goals. Several practices distinguish WIN from many peers: it explicitly recommends, selects, and supervises unaffiliated third‑party sub‑advisors to manage portions of client assets and includes those arrangements within its advisory program, and it offers financial planning on an hourly basis in addition to fixed‑fee projects. Additional noteworthy details in the brochure include that some representatives are licensed insurance agents (with limited time spent in that role) and that the firm does not vote client proxies, generally forwarding proxy materials to clients for their decision.
To learn more about the advisors currently working at Wealth intelligently navigated, 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 |
|---|---|---|
Spartanburg, SC
| 11
| |
Spartanburg, SC
| 4
|
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