Wealth Management

Understanding and navigating the risks and potential rewards involved with accumulating and preserving assets can be daunting. With the help of thoughtful and professional guidance, individuals can effectively manage their wealth, navigate their financial future and successfully position themselves to realize their deepest and most profound life goals.

MFA’s Wealth Management Practice delivers on an investment management philosophy that revolves around providing our customers with dynamic investment solutions through deliberate and thoughtful investment analysis with the goal of delivering consistent risk-adjusted returns. Our customers’ unique and personal financial objectives, cash flow requirements, time horizon, risk tolerance and tax situation are all taken into consideration in order to arrive at a long-term investment strategy.

Investment Management
Financial Planning
Retirement Planning
Tax Insight
Risk Management & Insurance
Inheritance, Estate & Gift Planning
Philanthropic Advisory

Our Investment Philosophy

MFA’s Wealth Management Practice firmly subscribes to an integrated investment management philosophy that delivers solid risk-adjusted returns through risk mitigation, cost minimization, and a disciplined, long-term approach. By integrating these aspects of investment management, we develop financial solutions that help maximize tax efficiency and meet customer objectives.

Risk-Adjusted Returns
Risk Mitigation
Minimize Costs, Fees, and Taxes
Independence
Disciplined, Long-Term Approach

Explore Our Services

Tax Planning & Compliance

Audit & Assurance

Technical Accounting

Financial Planning & Analysis

Fraud & Forensic Accounting

Meet Our Wealth Management Team

Jeremy Robert

As an investment analyst within MFA’s Wealth Management Practice, Jeremy monitors and maintains customer portfolios as well as assists with trading and the modeling/re-balancing/restructuring of…

David DuBrava

David leads MFA’s Retirement Plan Advisory Practice, which supports Plan sponsors in developing best-in-class retirement programs that are strategically aligned with their organization’s objectives. Specifically,…

Melissa Santas Peterson

As a leader in the Wealth Management Practice, Melissa works with MFA’s customers to secure their financial futures through thoughtful planning and disciplined investing. Her…

Susyn Lichtenberg

As a member of MFA’s Wealth Management Practice, Susyn provides strategic support to facilitate existing customer growth and new customer acquisition. Susyn is a graduate…

Amanda Bradley

Amanda provides support for MFA’s Wealth Management Practice, through which she communicates and collaborates with the Firm’s high-net-worth customers to support their ongoing needs and…

Timothy Hole

A financial advisor within MFA’s Wealth Management Practice, Tim effectively collaborates with customers by providing custom-tailored solutions to meet their individual financial objectives. As a…

C.M. Macgowan

C.M. brings professionalism, skill and diligent financial expertise to his role leading the Wealth Management Practice at The MFA Companies. He develops ongoing portfolio recommendations…

Carl Famiglietti

As Managing Partner of The MFA Companies, Carl directs the Firm’s vision and brings passion and ingenuity to every interaction with fellow Members, customers and…

Martha Miller

With years of experience, Martha provides expert operational and administrative support across The MFA Companies. Her efficiency and attention to detail, coupled with her warm…

Jeff Arsenault

Jeff leads MFA’s Individual & Family Tax Practice, where he focuses on providing tax advisory and regulatory oversight to MFA’s high-net-worth individuals and families, particularly…

Michelle Mackey

Michelle is a leader in MFA’s Risk Advisory Practice, leveraging nearly two decades of experience, particularly in the areas of accounting, business process efficiency, Sarbanes-Oxley…

Explore the MFA Team

November 2019

Estate Planning Considerations for Business Owners

Regardless of whether your exit plan includes a transition to another owner or an acquisition…

July 2019

Five Common Misconceptions about Wealth Management

When it comes to portfolio management, there is no one perfect strategy. Preserving and accumulating…

Let’s Connect

Reach out to our team of financial advisors to discuss your wealth objectives and design a long-term investment strategy.

Wealth Management

Build a Financially Secure Future

Our Investment Philosophy

Explore Our Services

Meet Our Wealth Management Team

Jeremy Robert

David DuBrava

Melissa Santas Peterson

Susyn Lichtenberg

Amanda Bradley

Timothy Hole

C.M. Macgowan

Carl Famiglietti

Martha Miller

Jeff Arsenault

Michelle Mackey

Estate Planning Considerations for Business Owners

Five Common Misconceptions about Wealth Management

Let’s Connect