Jared has spent over two decades helping individuals and families with their finances, specializing in financial planning, wealth creation, retirement income planning and legacy planning. His holistic approach to wealth management is based not only on the stage of the client’s life, but also how they want to live a life that’s truly driven by their closest-held ideals.
For Jared, his wife Stefanie, and their two children, Harrison and Ava, living a meaningful life dedicated to family and purpose is part of his core. Having served on executive boards of numerous charities and organizations, providing a systemic impact to community is Jared’s life purpose. His career allows him to help his clients, yet his ultimate success lies in creating a “pay-it-forward” mindset to anyone he comes across.
“If it’s worth doing, do it right”
Dan O’Shea believes in getting the most out of each day, and his nearly 25 years of financial advisory experience reflect that philosophy. Dan has worked with countless families to help them enjoy the everyday rewards of thoughtful financial planning and investment strategy, small business ownership, and lifelong benefit and insurance planning.
Dan’s advisory style is “hands-on” and active, much like his outlook on life. When not venturing cross-country with his family to discover someplace new every year, Dan may be snowboarding on Windham Mountain or golfing in Ireland. He might even be out saving lives as a volunteer firefighter.
“I volunteer for the Ardsley Fire Department, and also serve as Vice President for Ardsley Engine Company #1.”
Victory is all about teamwork. That’s the logic that Jason Savey instills into teams as a volunteer basketball coach for the White Plains Rec League or organizing events with his fellow members of the White Plains Rotary Club. It’s also the ideology he follows when helping clients plan a winning strategy for family financial goals, investments, saving for education and retirement, financing elder care, estate planning and domestic partner benefit management for families of all kinds. Jason becomes an active part of each client’s “team,” working as both teammate and coach. Life’s financial decisions can be complex, to be sure, but Jason Savey knows how to write a championship playbook.
“We have to be in it together to win it together.”
For many people, family means absolutely everything. Joe Madio is one of those people, and it’s his passion to help families build prosperity and security. He prides himself on giving clients the same attention to detail that he puts into his own family’s financial planning and wealth management.
With nearly two decades’ experience in family financial planning, education and retirement savings, and women’s wealth management, Joe makes family financial planning more understandable (not to mention more successful).
“When I am not in the office, I spend quality time with my family and friends. I’ve been married to my best friend, Lynn, and we have two daughters, Lily and Kendall.”
When you put the most thought and effort possible into financial planning during your prime earning years, your hard work pays a subtle reward…NOT having to put all of your thought into financial stability later in life. After all, isn’t retirement supposed to be the time when you can just relax and enjoy it all?
For decades, Al Tocman has helped intelligent, success-oriented individuals and families build wealth sensibly, and then powerfully preserve it for a generous, comfortable retirement. Everyone has different financial goals, but we all share one: peace of mind. It’s universally priceless.
“When not working with my clients, I enjoy spending time with my wife and daughter. Cape Cod is our go to place for summer beach vacations, where I can immerse myself in espionage novels or glue my eyes to the TV to watch my Red Sox win!”