Case Studies Wealth Management

Coastal Bridge Advisors

The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008. Their tenures at these big houses provided a comprehensive and hard-earned education in the financial advisory business. At the same time, they had collectively reached […]

Rubenstein Partners

For many investors, figuring out where that money wound up can feel like chasing a wild goose—one where the golden egg happens to be your life’s legacy. Such is the way of today’s financial services sector, where even seemingly straightforward strategies can wind up mired in shady assets and faraway funds. But what if you […]

Tamara Surratt – Legacy Family Office

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their wealth. Engaging the entire family is important because, statistically, the odds are against families hoping to pass […]

Jim DeCarlo – StratWealth

“What’s your next?” A simple question, perhaps, but one that’s been known to stump a lot of otherwise smart folks who may not know just where they are going or what their holdings may enable them to do in life. That’s OK, assures Jim DeCarlo, the chief executive officer of Maryland-based StratWealth who helps clients […]

Michael Stafford – ASB Investment Management

It began, as so many American stories do, with risk and hard work. When John Saul arrived from Ireland in 1851, his first job involved landscaping the grounds of the U.S. Capitol, lending shape and substance to a city still in its infancy, and a nation not much older than that. Today, more than a […]

Dave Schaller – Delta-v Capital

You know the story. A team of tech-savvy disruptors risks all to bring their vision to the masses. They’re in it now and for the long haul, be the destination bankruptcy or billion-dollar IPO. Only, plans change. Products evolve. People grow. New opportunities arise, and these entrepreneurs may be keen to take advantage. Secondary liquidity […]

Edmon “Jake” Tomes – Level Four Wealth Management

“What else does one do with a psychology degree?” Edmon “Jake” Tomes playfully responds when asked how he came to found Level Four Wealth Management in Plano, Texas, back in 2000 at the seemingly green age of 26. Well, one thinks deeply, for starters. Which is something that seems to come naturally to the now […]

William R. Todd – Harborview Advisors

William R. Todd looks out the window of his eighth-floor office in downtown Portland, Maine, beckoning a visitor to admire the panoramic view of church steeples, brick warehouses rehabbed for modern use and the harbor where pleasure craft are safely moored for the winter among lobster boats that never rest. Come spring, there will be […]

Joanne Breault – Gallagher, Flynn & Company LLP

The word “integrity” gets tossed around a lot by businesses of all shapes and sizes. But for Gallagher, Flynn & Company LLP it’s not just jargon or a willowy concept. “We really live it,” says Joanne Breault, director of human resources for the Burlington, Vermont and Hanover, New Hampshire-based tax, accounting and business consulting firm. Offering […]

Joe Jennings – Clear Investment Research

Plenty of wealth management firms talk up their multi-generational approach to client accounts, of being able to connect and work with centenarian and millennial alike. For the Jennings family, that knack is more than a bullet point in a brochure; it’s how the business is run. Based in Atlanta, Clear Investment Research (CIR) is led […]

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