Built on Experience. Strengthened by Family.
A father and son team helping successful individuals make clear, confident decisions about what they’ve built.
Rick McMahon, Private Wealth Advisor, built this practice around something simple, being there for people over time. Watching someone spend decades building something meaningful, then helping ensure it works the way it’s meant to.
Brennan McMahon, Associate Financial Advisor, grew up around that standard. He saw it in the trust clients placed in his dad and the role he played beyond the numbers. That’s what drew him into the work.
Today, as a father and son team, that approach carries through everything we do.
Joanna Plage, our Practice Manager, has worked alongside Rick for nearly three decades and is a trusted part of many client relationships.
Gillian Snyder, Client Service Specialist, represents the next chapter, helping the experience evolve while staying personal.
Most people we work with have already built successful careers, accumulated meaningful assets, and made smart decisions.
At this stage, the questions become different.
How everything fits together.
What risks may not be obvious.
Whether what’s been built supports what comes next.
That’s where we come in.
Not to add complexity, but to bring clarity and confidence to every decision.
Because at this level, it’s not about doing more.
It’s about making sure everything is working as it should.