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Client-centric, Whole-team Approach

Our success has been built on decades of experience. Our consultative planning, independence and unconstrained access to financial vehicles means your wealth management plan will be dynamic, customized and agile. We pride ourselves on giving comprehensive, transparent advice and crafting data-driven plans that mitigate risks while growing your wealth.

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Our Promise

We not only deliver great plans, we also employ deliberate and timely execution to ensure that your plan’s goals are met and that your plan remains agile so that it can evolve as your needs change.

As a multigenerational firm with a whole-team approach, you benefit from the expertise of our entire staff, not just your advisors.

Our Staff

Exceptional service starts with an outstanding team

Nick Stonnington



Nicholas Stonnington, JR.

Vice President

Client & Business Development (AIF®, CPFA)

Attila Soos

Chief Financial Officer


Alex Zepkowski

Financial Planner

Client Services (CPA ®)

Victoria Warren

Director of Alternative Assets

Private Asset Management

Chris Saccente


Compliance & Operations

Avo Yetenekyan

Portfolio Manager


Caroline Stonnington

Front Desk

Let Us Help You Grow Your Wealth and Protect Your Legacy.