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Free Consultation!

We’ll use the power of diversification to craft a custom portfolio for you. Call (800) 541-7774 or click for a free portfolio consultation.

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Research Money Managers
Research Money Managers

Review, compare and upgrade your money manager using our Money Manager Directory, complete with thousands of manager strategies.

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Roth IRA Kit
Roth IRA Conversion Kit

The year 2010 may be the best time to convert to a Roth IRA. Is it right for you? Find answers and more in our new Roth IRA Conversion Kit!

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About WrapManager: Helping you with your goals using a custom money manager portfolio.

Registered Investment Advisor

WrapManager is a Registered Investment Advisor with the Securities Exchange Commission (SEC). As an independent firm, we partner with two trusted financial institutions:

Prospera Financial Services

Prospera Financial Services is a broker dealer and member of both FINRA and SIPC.

First Clearing, LLC

First Clearing, LLC, is a member of the New York Stock Exchange, NASDAQ and other major exchanges, and is a subsidiary of Wells Fargo & Company, one of the largest bank holding companies in the United States.

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