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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

Nick Stern, Managing Partner, Head Advisor, CFP

Mary Glaser

Registered Client Services Coordinator

Nick Stern, Managing Partner, Head Advisor, CFP

Abby Stern

Director of Community and Strategic Relations

Nick Stern, Managing Partner, Head Advisor, CFP

Ryan Weatherholtz, CFA®

Director of Investment Research & Portfolio Manager

Nick Stern, Managing Partner, Head Advisor, CFP

Nohika Cherubin

Client Services Associate

Nick Stern, Managing Partner, Head Advisor, CFP

Robert L. Stern ChFC®, CASL

Founder (Retired 2024)

Nick Stern, Managing Partner, Head Advisor, CFP

Eddie Campbell, CPA

Senior Accountant

Nick Stern, Managing Partner, Head Advisor, CFP

Emily Huff

Investment Analyst

Nick Stern, Managing Partner, Head Advisor, CFP

GET IN TOUCH

433 West Street, Suite 7, Amherst, MA 01002

413.253.8989

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