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Meet the Team

Experienced-Educated-Credentialed

Our team is small but highly experienced.  Terry, Charlie, and Bill actively manage client relationships while Kathy and Oli make sure things run smoothly.  AJ recently joined the team as a research analyst and portfolio manager. We leverage John Fitzpatrick's investment experience and knowledge of global markets to better position our client's portfolios.

John H. Fitzpatrick, CFA

Non-Executive Chairman
Bio

Terrence S. Wilson, CFA

Chief Executive Officer
Bio

Charles M. Sloan, CFA

President
Bio

William E. Driscoll, CFA, CFP®

Director of Research
Bio

Kathleen A. Helminski

Manager, Client service and operations
Bio

Olivia Wolf

Analyst
Bio
Alexander J. Melarkey, CPA

Alexander J. Melarkey, CPA

Research Analyst/Portfolio Manager
Bio

Why Us?

Independent, Fee-Only

We recommend what is best for you and your particular situation. We are not compensated by selling commission-based products and have the flexibility to design a portfolio that best suits your unique goals. As your wealth grows, our firm grows, aligning our interest. 

Comprehensive

We tend to the details without ever losing sight of the big picture. Our consultative approach creates a blueprint that you can use to guide all your professional advisors. We recognize that it takes a team of capable professionals to properly manage wealth and we are happy to work closely with your other advisors.

Fiduciary

As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Our Process

Discover

To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.

Analyze

Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

Advise and Implement

The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

Monitor and Evolve

The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.

FAQ

What is an independent financial advisor?
Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.
What does being a Fiduciary mean?
A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.
What separates us from other financial advisors?
A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.
Where is my money kept?
In our advisory role, we never take custody of client assets. We utilize Charles Schwab & Co., Inc. as the custodian of client accounts and as our primary broker. Our relationship with Charles Schwab & Co., Inc. is an arm’s length transaction with no exchange of funds between Charles Schwab & Co., Inc. and us. When your account is established with Charles Schwab & Co., Inc., you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.
How do I begin?
Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.

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