Who We Are
Our Team
With our combined industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
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Nadav N. Baum
Executive Vice President / Wealth Management, Financial Advisor
Seth W. Silverman, CEPA®
Financial Advisor
Benjamin Ziolkowski, CFA, CFP®
Financial Advisor
Matthew O. Bash
Registered Private Client Associate
Emily Rhodes
Private Client Associate
Kelsey Naughton
Private Client Associate
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
