Wealth Management

Chart a course for your unique financial destination with the help of our High-Net-Worth Services.

Our Investment Philosophy
can support your goals

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

 

Kevin Paul headshot
"I strive to assist my clients with honesty, integrity and professionalism. My goal is to make sure that clients are fully informed before they make decisions, and to help them block out the financial noise they may hear and let them enjoy their lives."

Kevin C. Paul

Senior Associate Consultant

Miami, Philadelphia & Media

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Karl Schwartz Promoted to Principal

Karl Schwartz Promoted to Principal

To help lead the firm forward and drive further growth in 2015, we’re pleased to announce the promotion of Karl Schwartz, CPA, CFP® to Principal.

Throughout his decade-long tenure with the firm and its affiliates, Karl has demonstrated a complete dedication to client service, going above and beyond to help find the best solutions available for his clients' financial needs and goals. We're excited to see him put these skills and values into practice as a leader of the firm!

Read more about Karl’s background and expertise.