We believe our disciplined approach, experience and tenure together as a team can make a real impact on the lives of our clients.
We combine institutional consulting and retirement plan services for public and private businesses, municipalities, foundations, endowments and Taft-Hartley Plans with personalized multi-generational wealth management for individuals and families. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits, by leveraging our institutional consulting expertise.
Institutional Consulting Services
Retirement plan and investment consulting for corporations, municipalities, foundations and Taft-Hartley Plans.
Family wealth management
Personalized financial planning and comprehensive wealth management.
Marc Shegoski has been recognized as an industry leader.
- Forbes Best-In-State Wealth Advisors, 2018
- Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
- Financial Times Top 401 Retirement Plan Advisers, 2017
- Financial Times Top 400 Financial Advisers, 2013, 2017
- WealthManagement.com Top 100 Wirehouse Advisors, 2014
- PLANADVISOR Top 100 Retirement Plan Advisors, 2016
David Sears has been recognized as an industry leader
- Forbes America's Top Next-Generation Wealth Advisor, 2017
- UBS Top 35 Under 35, 2017
- National Association of Plan Advisors Young Guns Top Plan Advisors Under 40, 2015