Broker Check

Private Client

Comprehensive Planning for your "Work Optional" Lifestyle

Comprehensive Planning for your "Work Optional" Lifestyle

For over 25 years, we have been helping clients to plan for and enjoy their "work optional lifestyle!" Developed over 20 years our proprietary process - WSM TM (Wealth Sustainability Model) has been the foundation of weathering the ups & Downs of the market, inflation, taxes, and life's challenges for the 2nd half of life's journey.   

Your COMPLETE FAMILY OFFICE™

A process that is uniquely designed for clients with investable Assets of $2mm

Who We Best Serve

$2MM - $10MM Investable Assets

Families with Income over $500,000

Our Process

Explore

Explore

We begin with an initial consultation with the goal of establishing a trusting relationship and understanding your family's story, values, goals, short-term and long-term objectives and financial concerns. This exploratory stage acts as our Compass™, to help us identify and navigate your opportunities and obstacles on the horizon.

Evaluate

Evaluate

After gaining a complete and thorough understanding of your family's aspirations, we begin by comprehensively reviewing your financial situation, assess your progress & trajectory. We'll discuss critical areas like cash flow, savings strategy, investments, insurance, tax planning, and retirement readiness. We'll identify optimization opportunities, address challenges, and collaboratively make decisions. At the end of this meeting, we should have clarity in the path ahead and mutual confidence in our ability to add value to your situation and effectively navigate the waters ahead.

Engage

Engage

After careful consideration and counsel, we will Chart the Course and set your comprehensive plan to action. Since implementation is an ongoing process rather than a one-time event, we will stay vigilant with regard to the ever-changing legal, investment, tax, and political environment as well as to your family’s unique and evolving circumstances.

Your financial plan is engineered to adapt to changing needs, both expected and unexpected. We strive for exceptional results by continually monitoring your progress, conducting ongoing analysis and reviews, and by serving as the central point of contact for your trusted advisors.

Aaron Berg

Aaron Berg, BFA

Partner, Director of Investments

Connor Donohue

Connor Donohue, MBA

Financial Planning Analyst

David Hoffman

David Hoffman

Associate Financial Advisor

Joseph O'Shields

Joe O'Shields

Director of Operations

Kathy Malone

Kathy Malone

Client Services & Administrative Support

Kerin Cagle

Kerin Cagle

Director of Marketing & Business Development

Martin O'Connor

Martin O'Connor, MBA

Senior Consultant

Nicholas Sakellis

Nicholas Sakellis, CEPA®

Director of Corporate Development, M&A

Sean Nisil

Sean Nisil, CFP®

Senior Financial Advisor

Client Service Support

Aaron Berg

Aaron Berg, BFA

Partner, Director of Investments

Connor Donohue

Connor Donohue, MBA

Financial Planning Analyst

David Hoffman

David Hoffman

Associate Financial Advisor

Joseph O'Shields

Joe O'Shields

Director of Operations

Kathy Malone

Kathy Malone

Client Services & Administrative Support

Kerin Cagle

Kerin Cagle

Director of Marketing & Business Development

Martin O'Connor

Martin O'Connor, MBA

Senior Consultant

Nicholas Sakellis

Nicholas Sakellis, CEPA®

Director of Corporate Development, M&A

Sean Nisil

Sean Nisil, CFP®

Senior Financial Advisor