Meet Our Team

We all play an integral role in your financial success. As financial advocates and stewards of your wealth, our team applies decades of experience to provide the planning, judgement, and expertise your family needs. Our strength lies in our planning-led approach and being fully vested in guiding you toward long-term financial success. Read more about Why Clients Choose Us.
 

WE ACT AS FIDUCIARIES OF OUR CLIENTS' WEALTH

Our team is very experienced and has a wide range of expertise to address the complex needs of our clients' wealth management needs. Our team is highly credentialed and dedicated to offering exceptional service, advice and comprehensive wealth management and investment solutions.

 

Steve Giacobbe, CFA®, CFP®
Managing Partner | Chief Investment Officer

Shawn Clark, MBA
Managing Partner | Financial Advisor

   

Brad Fisher, CFP®, RICP®
Senior Financial Planner

                                               

Jennifer Giacobbe
Client Service
                                

   

QUESTIONS TO ASK A FINANCIAL ADVISOR

We believe it's important to ask about areas of experience, credentials and compensation structure prior to hiring a Financial Advisor. Here are some good questions to ask when considering hiring a Financial Advisor.

 

Learn more about our credentials, distinctions and affiliations.