We are a multigenerational team that believes effective wealth management involves looking at working with the entire family.
We tailor everything we do to help you achieve your goals – designing financial plans that take into consideration your personal values and long-term as individuals, and how they align with your family’s needs for the future. We also look to build relationships with your next generation to incorporate their objectives into a broader, comprehensive plan for the family’s legacy.
HIGHLY PERSONAL
APPROACH
HIGHLY PERSONAL
APPROACH
- Genuine care and attention – everything centered on you and your goals
- Semiannual meetings with you – same months each year for consistency
- Update your goals and financial plan at least once a year
- Coordinate with your attorneys, accountants, and other advisors
- “What if” scenarios to reflect changes in markets, the economy, and your life
- “Active Rebalancing” to pursue “buy low / sell high” strategy throughout market cycles
- Regular presentations on financial planning and investment topics available over WebEx
PROVEN EXPERIENCE
& DISTINCTION
PROVEN EXPERIENCE
& DISTINCTION
- Highly credentialed team with designations including CERTIFIED FINANCIAL PLANNER™️, Chartered Retirement Planning Counselor, Certified Plan Fiduciary Advisor, and Chartered Financial Consultant
- Rory O’Hara recognized for Forbes “Best In State Wealth Advisors” list (2021 & 2023)*, ranked on the Forbes “Top Next-Gen Wealth Advisors Best-in-State”* multiple times, ranked #5 in the country in AdvisorHub’s “25 Next Gen Advisors to Watchlist (2022)**, and AdvisorHub’s 100 Advisors to Watch under $1B (2023)**
- Shane Fox recognized for AdvisorHub’s 50 Advisors to Watch Under $1B (2022)**
- Committed to continuous learning to stay at the forefront of our ever-evolving industry
*Forbes Best-In-State Wealth Advisors (2021, 2023) & Top Net-Gen Wealth Advisors (2018, 2019, 2020, 2022), created by SHOOK Research. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
**AdvisorHub’s 25 Next Gen-Advisors to Watch (2022, 2023) & 100 Advisors to Watch Under $1B (2023), created by AdvisorHub. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
INDEPENDENT & EMPOWERED
TO DO MORE
INDEPENDENT & EMPOWERED
TO DO MORE
- Fiduciaries bound to protect your best interests
- Open architecture with access to the industry’s most advanced technologies and tools
- Enhanced financial planning capabilities
- Full spectrum of solutions — from investments to insurance to cash management
- Not beholden to a corporate owner whose priorities are shareholders and a balance sheet
- Our only agenda is your success — helping you achieve the full potential of your wealth
