INTEGRITY. TRUST. PROSPERITY.
Welcome to WLTH
From financial planning to legacy building, we offer a clear path forward—anchored in a relationship you can count on.
INTEGRITY. TRUST. PROSPERITY.
Welcome to WLTH
From financial planning to legacy building, we offer a clear path forward—anchored in a relationship you can count on.
OUR SERVICES
Personalized Wealth Planning for Every Stage of Life
From stock options to estate guidance, we offer strategic financial planning that covers every facet of your financial picture — tailored to your goals, risk profile, and future vision.
Comprehensive Financial Planning
Our Goal: Help you meet yours, at every step in your financial journey.
Goal Oriented Portfolio Management
We approach managing your portfolio in the same way you approach life: through disciplined, goal-oriented ways.
Tax Planning and Coordination
We offer personalized tax strategies that go beyond the season—focused on your goals and a lasting relationship you can count on.
Charitable Giving
We align your philanthropic goals with a personalized financial plan—fueling growth and maximizing impact.
OUR APPROACH
Your plan should fit your life, not the other way around.
We’ll start by understanding what really matters to you—your goals, your dreams, and your priorities.
We dive into your financial picture, whether you’re building wealth or already have significant assets.
We evaluate where you are, where you want to be, and how to get you there.
We’ll share the plan we’ve crafted for you, walking you through options and making sure you’re fully informed—no jargon, just clarity.
Together, we’ll implement the plan, keeping you updated every step of the way.
As life changes, so will your plan. We’ll monitor your progress and adjust as needed to keep things on course.
OUR APPROACH
Your plan should fit your life, not the other way around.
We’ll start by understanding what really matters to you—your goals, your dreams, and your priorities.
We dive into your financial picture, whether you’re building wealth or already have significant assets.
We evaluate where you are, where you want to be, and how to get you there.
We’ll share the plan we’ve crafted for you, walking you through options and making sure you’re fully informed—no jargon, just clarity.
Together, we’ll implement the plan, keeping you updated every step of the way.
As life changes, so will your plan. We’ll monitor your progress and adjust as needed to keep things on course.
Michael Doe,
Cean Kenefick-Rogers // CFA®, CFP®, AIF®
With over 20 years of experience in the financial services industry, Cean specializes in serving high-net-worth clients with complex investment needs. Cean holds some of the most prestigious designations in the financial services industry as a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst®, and an Accredited Investment Fiduciary®.
Cean is passionate about building lasting, trust-based relationships with his clients. He focuses on helping them understand the value of professional guidance while providing the confidence and peace of mind needed to pursue their financial goals.
Rick Spadaro
Rick Spadaro brings nearly 20 years of experience in a variety of financial roles. He began his career at Goldman Sachs in Private Wealth Management, later joining UBS’s Leveraged Finance Group to lead structured finance transactions.
In 2014, Rick moved to Intel Corporation, where he held leadership roles in corporate reporting and business development. His broad background—from capital markets to strategic planning—adds a dynamic, cross-functional perspective that strengthens the firm’s client solutions and innovation.
Get in Touch with Us
We’re here to help you achieve financial success! Whether you have a question, need expert financial advice, or want to schedule a consultation, feel free to reach out to us.
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