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Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Important Considerations When Drafting Your Will

August 11, 2020 | Financial Planning

We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Regulation Best Interest and Form CRS

July 27, 2020 | Fiduciary

Form CRS (Client Relationship Summary) and Regulation Best Interest (Reg BI), new regulations adopted by the Securities and Exchange Commission (SEC) a little over a year ago, became effective June 30, 2020. SEC-registered Broker dealers and investment advisors must deliver Form CRS to retail …

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » Four Signs it’s Time to Update Your Estate Plan

February 18, 2020 | Estate Planning

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can be expensive, and may evoke fears of death. However, having an effective, up-to-date estate plan is vital to achieving your multi- …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020

January 27, 2020 | Financial Planning

We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …

Financial Planning » Prosper, Volume Two

May 15, 2019 | Financial Planning

Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …

Spotlights » Getting Started With Estate Planning

March 26, 2019 | Estate Planning

Estate planning can be overwhelming. It involves complex topics and decisions that cause many people to put it off altogether. We will walk you through the basics of estate planning and provide resources that can help you develop your financial plan, including our popular guide to estate planning.

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M

October 04, 2018 | Estate Planning

Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …


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