Sean’s goal is to help you protect your assets, manage your family wealth, and ultimately achieve your wealth transfer goals. He works closely with you to determine the most effective strategy for your estate planning needs.​​

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His wealth management and retirement planning philosophies are rooted in his belief in developing a relationship with you based on his personal values of integrity and transparency. With 25 years of experience, he does his utmost to understand your deepest concerns and priorities.

 

It’s a process through which he strives to know you, your goals and dreams. This helps him to make recommendations and design a flexible plan that is uniquely yours. What makes Sean different? He listens and he cares … pure and simple. He believes each person’s situation is unique. Therefore, his recommendations are never a one-size-fits-all approach to planning.

 

This means examining your overall financial situation, helping you set goals and assisting you with determining an asset allocation that is in-line with your goals. Sean will monitor your portfolio as you progress toward your goals while reviewing your financial situation simultaneously. His primary goal is to be available and accessible to you to provide insightful advice. 

 

Sean is a native of Pennsylvania and has made Philadelphia his home for 25 years with his wife and two sons.