216 Essex Street,
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
(Left to Right, Top to Bottom) Greg Stevens, Managing Partner and Senior Wealth Manager; Jim Gasparello, Managing Partner and Director of Wealth Management; Craig Goryl, Partner, Chief Investment Officer; Sonia Ernst, Managing Partner and Operations & Trading Manager; Rob Lutts, Founder and Managing Partner; and Tom Vautin, Partner.
Managing Partner, Director of Wealth Management
Greg Stevens, CFP®, CRPS
President, Managing Partner
Tom Vautin, CPA, CFA, CFP®
Senior Wealth Advisor
Senior Tax Manager
Client Services Specialist
Managing Partner, Founder
Partner, Chief Investment Officer
Managing Partner, Manager of Trading and Operations
Research Associate, Senior Trading Specialist
Marketing and Operations Associate
Trading and Operations Associate