How we work

Multigenerational approach

Leaving a legacy is within reach through our holistic approach to multigenerational financial planning. We collaborate with clients and their families to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.

From the beginning, we establish what our clients' families value; values that are not just from a financial or business success standpoint, but also the ways in which they desire to contribute to their communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so we thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.

Proactively taking the steps now to create a family wealth financial plan can allow our clients to become active stewards of their wealth while enjoying life now and in the future.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Community participation

David Tofel is a past trustee for Arts Erie, serving on allocations and finance committees (2008-2011)

David Tofel is a volunteer for Make a Wish Foundation

David Tofel is Past President of the Erie Rotary Club, their Scholarship Foundation and a Paul Harris Fellow

Michael Sergi is a Presbyterian Homes Board Member

Michael Sergi is on the St. Luke Church Finance Council

Michael Sergi is an Estate Planning Council Member