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®
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Shawn Clark, MBA |
Brad Fisher, CFP®, RICP® |
Jennifer Giacobbe |
Monica Williams |
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.