Mindful Wealth Management

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Timothy M Burklow

Timothy M Burklow

Private Wealth Advisor

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Christopher M Rotella

Christopher M Rotella

Financial Advisor

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Karol Turner

Karol Turner

Financial Advisor

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Benjamin Burklow

Benjamin Burklow

Financial Advisor

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William Lewis

William Lewis

Private Wealth Advisor

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Rick Vanderpool

Rick Vanderpool

Financial Advisor

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Morgan Burklow

Morgan Burklow

Financial Advisor

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Richard Scillieri

Richard Scillieri

Financial Advisor

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Team

Ruth Occhipinti

Ruth Occhipinti

Client Concierge

Linda Burklow

Linda Burklow

Client Service Specialist

Lynn Demchak

Lynn Demchak

Client Relationship Manager