Mindful Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Timothy M Burklow

Timothy M Burklow

ChFC®, CFS®

Private Wealth Advisor

Managing Partner of Mindful Wealth Management
Visit Timothy M Burklow's website
Matthew R Rotella

Matthew R Rotella

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew R Rotella's website
Christopher M Rotella

Christopher M Rotella

MBA, CRPC®, ChFC®, CLU®

Private Wealth Advisor

Chartered Life Underwriter
Visit Christopher M Rotella's website
William Lewis

William Lewis

CFP®

Private Wealth Advisor

Visit William Lewis's website
Karol Turner

Karol Turner

Financial Advisor

Visit Karol Turner's website
Rick Vanderpool

Rick Vanderpool

CRPC®, CAS©

Financial Advisor

Visit Rick Vanderpool's website
Morgan Burklow

Morgan Burklow

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Morgan Burklow's website

Team

Ruth Occhipinti

Ruth Occhipinti

Executive Assistant