Meet the Team that's building the Next Generation in Wealth Management
Who We Are
We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, no load advice and personalized service, coupled with our financial strength and premium returns. The values we stand by are honesty, persistence, teamwork, and excellence.
What We Do
We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, insurance solutions, debt management, and estate planning. We provide our clients with a holistic approach and a no load advisory relationship to ensure everyone succeeds and prospers together.
Leadership Team

Matthew McGrath, CFA
President and CEO

Warren MacKenzie, CA, CPA
Head of Financial Planning

Chris Coholan, HBBA, CIM
Senior VP, Corporate Development

Sandy Beniamin
Senior Manager, Client Services

Kevin Fobert, CIM
Senior VP, Corporate Development

Matthew Tomasic, CFP, CIM
VP, Operations and Trading

Thomas Durston, CIM
VP, Operations and Technology

Monika Gabra
Manager, Client Services

Luca Ciminelli, CIM
Senior Portfolio Manager

Steven McMackon, CIWM, CIM, FCSI
Senior Portfolio Manager

David Taylor, CIM
Associate Portfolio Manager
Nicholas Swinton, CIM
VP, Marketing
Discover how our team can help you and let's make it happen together.