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Cheryl McCarthy provides over 20 years experience in the financial services industry. Customer satisfaction is a priority for Cheryl as she believes each family deserves the personal attention she would hope to have for her own family office.

Vince Nelson is a seasoned wealth manager, investment banker and philanthropist.  Having worked in finance with large firms like Fidelity Investments and Bank of America as well as having several executive leadership positions in the non-profit world, Vince has a unique understanding of how to grow businesses and utilize non-profits for impacting local communities. 

 

With over 20 years in advanced wealth preservation and risk management, Amanda has dedicated her career to this unique area of sophisticated planning.   Amanda structures life insurance as an alternative asset class to hedge liquidity and income tax and ease investment risk. With a primary emphasis on the needs of ultra-affluent clientele and their families, Amanda’s expertise lies in creating wealth through legacy planning, philanthropic, charitable gifting solutions, and strategic business planning. 

Our Family Office Team

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