Executives

Private Wealth Management

ONGOING FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

  • A dedicated financial planning team led by at least one CFP®
  • Customized advice for each clients unique situations
  • A financial plan that is updated and revised annually
  • An open-door policy with a 12-24 hour response time
  • All financial information is in one easy to use location on your own personal website
  • Coordination of implemented strategies with other advisors - CPA/Attorney

Annual financial planning fee and quarterly investment management fee.

Financial Planning

GOALS-BASED FINANCIAL PLANNING

  • Three meetings
  • Answers to financial questions
  • Blueprint on how to achieve stated goals
  • Implementation of recommendations done by client

One-time fee based on complexity.

Investment Management

INVESTMENT STRATEGY WITH PORTFOLIO MANAGEMENT

  • Investments managed by a dedicated team of investment professionals, including a CFA®
  • A minimum of one annual meeting with your advisor
  • An investment strategy designed based on risk tolerance, time horizon, and tax sensitivity
  • 24-48 hour response time to your requests

Percentage of assets based on account size, billed quarterly.

Corporate Retirement Planning

TAILORED FOR YOUR COMPANY'S UNIQUE NEEDS

  • Strategies to reduce the fiduciary risk for plan trustees
  • Independent plan benchmarking to ensure the company is utilizing an appropriate platform
  • Investment selection, monitoring, and recommendations to stay compliant with an investment policy statement
  • Fee analysis that focuses on the "all-in" cost of the plan
  • Formal employee education program

Flat fee or percentage of assets depending on plan size

Sean DeBarberie

Sean DeBarberie, CFP®

Associate Financial Planner

Alexandra Eigo

Alexandra Eigo

Office Experience Coordinator

Andrew Matusik

Andrew Matusik

Client Service Associate

Cesidio Colasante

Cesidio Colasante

Business Development Associate

Domenica Haley

Domenica Haley

Client Service Associate​​​​

Donna Coghlan

Donna Coghlan

Client Success Manager​

Jason Salmon

Jason Salmon, CFP®

Senior Financial Planner

Khristopher Torres

Khristopher Torres

Investment Operations Manager

Kristen Miller

Kristen Miller

Client Service Associate

Mark Rossi

Mark Rossi

Investment Operations Analyst

Michael Derins

Michael Derins

Advisory Board Member

Theresa Martin

Theresa Martin

Director, Talent & Culture

Tim Mihok

Tim Mihok, CPA

Chief Financial Officer

Have a Question?

Thank you!
Oops!