About Us

To help our clients live well and sleep well, we put them and their goals first. We are passionate about showing individuals and their families how to discover and achieve their life, retirement, and financial goals. We walk the path alongside our clients to help them stay on track regarding their goals while adjusting to new life circumstances as they arise. With our unique boutique family business, we truly enjoy helping people accumulate, grow, preserve, and transfer their wealth. The family office of Ann Marie Sheehan, Amanda Bonomi, and Antonio Posada has over fifty years of experience to assist individuals and families AccumulateAppreciate, and Achieve.

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Our Services

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Estate Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created. For an estate to be passed on...
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in...
 

U.S. Government Securities

In today’s uncertain investment environment, U.S. Treasuries Securities offer a safe, secure, government-guaranteed option for investors worried about the impact of the recent economic downturn on their savings. The federal government issues securities to raise funds and help pay off its debt. The U...