Wealth Management

Philadelphia, Pennsylvania

620 Lee Road Suite 120B
Wayne, PA 19087
Phone: 267.369.0765
Fax: 267.285.4374

Get in touch

Our wealth management team in Philadelphia works with individuals and families to navigate complex finances and taxes through personalized financial plans built for the big picture. 

As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.  Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropyprivate investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services. 

Driving Directions

Meet your Philadelphia wealth management team

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA


I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

I help our clients live a richer life by providing a worry-free tax planning and complianc...

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Lynne Yu, CPA

Tax Lead Advisor

As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP®

Senior Lead Advisor

My goal as an advisor is to make the complex simple and give our clients financial confide...

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Pat Melvin, CFP®

Lead Advisor

Connect with our Philadelphia Personal CFO team

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Professional, knowledgeable, and dedicated to meet my financial needs. I can call at any time and member of the team gets back to me immediately. I wouldn’t work with anyone else."

    - Cindy D., Brighton Jones client