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ABOUT
Since 1991, we haven't just managed money; we've architected peace of mind. By aligning our client's vision of success with bespoke wealth management strategies, we ensure your wealth serves its true purpose: providing the freedom to live your life on your own terms.
TEAM SF
Nicholas E. Stern, CFP®
Managing Partner

Mary Glaser
Registered Client Services Coordinator

Abby Stern
Director of Community and Strategic Relations

Ryan Weatherholtz, CFA®
Director of Investment Research & Portfolio Manager

Nohika Cherubin
Client Services Associate

Robert L. Stern ChFC®, CASL
Founder (Retired 2024)

Eddie Campbell, CPA
Senior Accountant

Emily Huff
Investment Analyst

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