Features October 2018

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Beirne Wealth Consulting Services (BWC) very nearly has an A-to-Z list of the causes and organizations it supports—from the American Cancer Society to the Make a Wish Foundation to YMCA Strong Kids. These wide-ranging philanthropic endeavors seem a testament to the Connecticut-based firm’s core principle that corporate responsibility isn’t an obligation—it’s fundamental. “We believe that […]

In 2011, at the height of the Occupy Wall Street protests, Lon Dolber took a walk down to Zuccotti Park in Lower Manhattan. Over the preceding days, thousands of demonstrators had gathered in and around the mostly concrete common to voice opposition to what they saw as a financial system run amok. Ever the conversationalist, […]

In the run-up to last Thanksgiving, the several hundred clients of Minneapolis-based Advanced Wealth Management Group (AWMG) got greeting cards from the firm they’ve long entrusted to guide their financial futures and plan their retirements. Only the cards were about more than just the usual good wishes. Recipients were given the choice of designating one […]

It’s a refreshing change from the way so many of his colleagues in financial planning and wealth management operate. No asset minimums at Wealth Managers LLC, an independent, partner-owned, socially conscious financial firm run by Shawn C. Everett in Estero, Florida, and North Haven, Connecticut. Others in his position will say you’ve got to go […]

As far back as junior high school, David Copeland’s friends and family recognized him as being good with money. In fact, he recalls a time in ninth grade when, randomly and offhandedly, his buddy mentioned that he wanted him to manage his money someday. While Copeland quips that it was “presumptuous that he would have […]

A Cornell-educated engineer, who applies that very calculated discipline to the investment world, Ryan J. Morris says he knows of two ways of making money and one of them just doesn’t appeal to him. That alone might set this enterprising young man apart from his competitors picking stocks and bonds or, as Morris puts it, […]

It’s a most uncommon approach to financial planning and wealth management. Inclusive and holistic in ways that far transcend how other firms claim to operate, “Empowering Financial Wellness” is the mantra. But as Robert J. Goellner—CFP®,ChFC, CLU, the founder and senior partner of Common Interests in Metuchen, New Jersey—likes to say, the aforementioned procedures should […]

When a well-to-do rancher from deep in the heart of Texas visited the Dallas office of Vaughn Asset Advisory, the firm’s founding president greeted him in jeans, boots and a western shirt. First impressions may not be everything, but they do mean something, and it made for easy discourse between the two men. Easy discourse […]