OUR APPROACH
OUR APPROACH
LONG TERM VISION
INDIVIDUALIZED FOCUS
Stress Less
Have a Plan
Get Advice
Save Time
INVESTMENT
MANAGEMENT
FINANCIAL
PLANNING
Build Wealth
OUR TEAM
Nelson Mead, CFA, CFPⓇ
Cathy LaMorie
Shane O'Neill, CPA, CFPⓇ
Molly O'Neill, CFPⓇ
Matthew Stoutenburg, CFPⓇ
Laura Barnhill, Esq.
Ezra Cornell
Robert Pochily
INDEPENDENCE
We are a fee only firm; this structure eliminates inherent conflicts of interest that exist when an advisor is simultaneously a salesperson for brokerage firm and an advisor to clients. Our structure allows us to focus solely on the financial best interest of our clients.
FIDUCIARIES
In our role as Registered Investment Advisors we are required to act, at all times, as fiduciaries. This means we are ethically bound to put our clients’ interests first without exception.
PERSONALIZED
Our mission is to provide comprehensive wealth management. We aim to be proactive in communicating with clients as to better understand and adapt to their evolving needs and to deliver quality investment advice. Our method allows us to adjust portfolios to our clients’ changing needs over time.
LONG TERM VISION
We encourage our clients to be long-term investors. We select investments based on the belief in their long-term success. As a team we believe that over a long time horizon the market will overcome intermittent volatility and that our clients can benefit from maintaining a mutually determined asset allocation.
