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.
![img-hands-bussiness-confidence img-hands-bussiness-confidence](https://www.oakbourne.com/hubfs/img-hands-bussiness-confidence.jpg)
Our Private Wealth Advisory Team
![Christopher Diederich, AIF®](https://www.oakbourne.com/hubfs/team.png)
Christopher Diederich, AIF®
Partner | Private Wealth Advisor
![John K. Paoloni](https://www.oakbourne.com/hubfs/team-2.png)
John K. Paoloni
Executive Director | Private Wealth Advisor
![Susan O’Brien](https://www.oakbourne.com/hubfs/team-3.png)
Susan O’Brien
Partner | Client Concierge
![Corey MacDougall, ChFC®, CFP®](https://www.oakbourne.com/hubfs/team-4.png)
Corey MacDougall, ChFC®, CFP®
Vice President | Financial Strategy
![Ross G. Danzig](https://www.oakbourne.com/hubfs/team-5.png)
Ross G. Danzig
Vice President | Private Wealth Advisor