Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Darryl Teal

Darryl Teal

CFP®, CRPC

Private Wealth Advisor

Founder of Teal Wealth Management
Learn more about Darryl Teal
Advisor photo for Rebecca DiTata

Rebecca DiTata

CRPC, APMA®

Financial Advisor

Learn more about Rebecca DiTata
Advisor photo for Megan Merriam

Megan Merriam

CRPC, APMA®

Financial Advisor

Learn more about Megan Merriam


Our team

Polly McElrath

Polly McElrath

Practice Manager

Qualifications

  • Bachelor of Arts in Economics, Siena College
  • Chartered Retirement Planning Counselor™

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