Private Wealth Management


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.

Our Private Wealth Advisory Team

Christopher Diederich, AIF®
Christopher Diederich, AIF®

Partner | Private Wealth Advisor

John K. Paoloni
John K. Paoloni

Executive Director | Private Wealth Advisor

Susan O’Brien
Susan O’Brien

Partner | Client Concierge

Corey MacDougall, ChFC®, CFP®
Corey MacDougall, ChFC®, CFP®

Vice President | Financial Strategy

Ross G. Danzig
Ross G. Danzig

Vice President | Private Wealth Advisor

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