Wealth Management & Financial Planning
Thoughtful planning for complex financial lives.
We help individuals and families manage the complexity of meaningful wealth. By coordinating investments, tax strategy, estate planning, and financial education under one integrated approach, we bring clarity and direction to every stage of your financial life.
This is what you'll get working with us.
Wealth Management Services
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Comprehensive financial planning & strategy
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Retirement income planning
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Estate & legacy planning coordination
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Tax‑aware investment strategies
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Education funding strategies
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Risk management & asset protection
Advanced Planning & Consulting
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Executive and highly complex compensation planning
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Concentrated stock & equity compensation strategies
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Liquidity event planning (business sale, IPO, inheritances)
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Charitable and philanthropic strategies
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Multi‑generational wealth planning
Ongoing Plan Support
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Comprehensive financial planning reviews
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Investment performance monitoring & reporting
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Coordination with CPAs and estate attorneys
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Proactive planning as life and markets evolve
Your Personal Wealth Management Team
Advisors
Joey Rose
AIF®
CEO, Managing Partner, Financial Advisor
Paul Massey
C(k)P®, AIF®, CPFA
Partner, Financial Advisor
Britton Noble
AIF®
Partner, Financial Advisor
Jared Kenney
ChFC®
Wealth Advisor
Jeff O'Brien
CRPC®, CFP®
Wealth Advisor
Barry Burns
Financial Advisor
Tracy Miller
CFP®, CLU®, ChFC®, AEP®, AIF®, CPFA
Joe Cunneff
Financial Advisor
Mary Cardenas
RICP®
Financial Advisor
directors
Josh Palmer
CFP®
Director of Financial Planning
Suro Ghatak
CFP®, AIF®
Director of Investment Management
service team
Anne Archnoi
LPL Registered Client Services Manager
Wendy Owens
LPL Registered Client Services Manager
Katrina Malloy
Client Services Manager
We empower our clients through clarity & insight.
We believe informed decisions come from ongoing education. Through a curated library of webinars, written insights, and on‑demand video resources, we help our clients stay informed as financial landscapes evolve.
