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David Burgio


Title: Financial Planner
Company: Custom Wealth Strategies
Address:Depew, NY 14043, United States
Language(s): English
Client Investable Assets: $25,000,000 +
Preferred Compensation Method: Fee-based
Primary Areas of Specialization: Cash Flow and Debt Management

October 8, 2017


Kevin E. Flint


Title: Partner, Private Business Wealth Advisor
Company: The Financial Architects
Address:Williamsville, NY 14221, United States
Language(s): English
Client Investable Assets: $25,000,000 +
Preferred Compensation Method: Fee-based
Primary Areas of Specialization: Business Exit/Succession Planning, Family Business Owners, Entrepreneurs


Chris Rondinelli


Title: Partner/ Financial Advisor
Company: Seven Fields Wealth Management
Address:Seven Fields, PA 16046, United States
Language(s): English
Client Investable Assets: $250,000 – $999,999
Preferred Compensation Method: Fee-based
Primary Areas of Specialization: Generational Planning, Tax Planning, Generation X


Garrett Harper


Title: Financial Adviser
Company: Harper Financial Strategies LLC
Address:Lawrence, KS 66049, United States
Language(s): English
Client Investable Assets: $10,000,000 – $24,999,999
Preferred Compensation Method: Fee-based
Primary Areas of Specialization: Business Exit/Succession Planning, Generational Planning, Tax Planning


John Boyle


Title: Chief Investment Officer
Company: Summit Wealth Financial Planners
Address:Denver, CO 80246, United States
Language(s): English
Client Investable Assets: $5,000,000 – $9,999,999
Preferred Compensation Method: Fee-based
Primary Areas of Specialization: Business Exit/Succession Planning, Tax Planning, Family Business Owners


John Enright


Title: Private Wealth Advisor
Company: Custom Wealth Management
Address:Syracuse, New York 13202, United States
Language(s): English
Client Investable Assets: $1,000.000 +
Preferred Compensation Method: Fee-based
Primary Areas of Specialization: Employee Benefits Planning

June 17, 2017


Michael Palumbos


Title: Family Wealth Advisor
Company: Family Wealth and Legacy
Address:Rochester, NY 14618, United States
Language(s): English
Client Investable Assets: $1,000,000 – $4,999,999
Preferred Compensation Method: Fee-based
Primary Areas of Specialization: Business Exit/Succession Planning, Generational Planning, Family Business Owners

June 16, 2017


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