Mindful Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Timothy M Burklow

Timothy M Burklow

ChFC®, CFS®

Private Wealth Advisor

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

Christopher M Rotella

MBA, CRPC®, ChFC®, CLU®

Financial Advisor

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Karol Turner

Karol Turner

Financial Advisor

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Benjamin Burklow

Benjamin Burklow

Financial Advisor

Chartered Retirement Planning CounselorSM
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William Lewis

William Lewis

CFP®

Private Wealth Advisor

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Rick Vanderpool

Rick Vanderpool

CRPC®, CAS©

Financial Advisor

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Morgan Burklow

Morgan Burklow

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
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Richard Scillieri

Richard Scillieri

Financial Advisor

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Jessica E Palatucci

Associate Financial Advisor

Visit Jessica E Palatucci's website

Team

Ruth Occhipinti

Ruth Occhipinti

Client Concierge

Linda Burklow

Linda Burklow

Client Service Specialist

Lynn Demchak

Lynn Demchak

Client Relationship Manager