Skip to content

Private Wealth Management

Tanlged strategy

Private Wealth Management services are provided by a separate advisory team within Oakbourne Advisors.  The team designs and implements strategies designed to benefit and protect the families we serve.

Our loyalty belongs exclusively to our clients — not to a parent company. This independence allows us to establish working relationships with industry-specific custodians, accountants, attorneys, and insurance providers whose services we leverage to the benefit of our clients. We aim to provide consistent, objective and timely advice.


Client engagements for our Private Wealth Management team are accepted strictly by referral or invitation.

Our Private Wealth Advisory Team

Chris Diederich, AIF®Christopher T. Diederich, AIF®

Partner | Financial Advisor

John K. PaoloniJohn Paoloni

Executive Director | Financial Advisor

Susan O’Brien

Susan O'Brien

Partner | Client Service

Ross Danzig

Ross Danzig

Vice President | Financial Advisor

Corey MacDougall, CFP®

Corey MacDougall, CFP®, ChFC®

Vice President | Financial Strategy