Our Story

With our first associate starting in the securities industry in 1982, our team here at Transitions Wealth Management was formally established in 2016. Through successful mergers and acquisitions, as of March 2023, our team has grown to over 20 associates with combined experience of over 300 years in the securities Industry. We have multiple locations across the Country and serve clients in almost all the 50 United States. Through the growth of our Practice, our goal has remained simple – provide trusted, sound advice through life’s transitions.

Our Purpose

Our team understands that several transitions occur during a person’s lifetime. Whether getting married, purchasing a home, saving for children’s education expenses, saving for retirement, navigating a death of a loved one or any other pivotal moment, we are committed to being actively involved in each client’s Life Plan through whatever transitions lay before them. As each client is unique, we develop customized investment plans appropriate for their needs in order to satisfy both long- and short-term goals and to help guide them through the financial aspects of preparing for the future. This customized plan is the cornerstone of our wealth management process and a tool that we use with almost every decision as it relates to our clients’ and their individualized Life Plan.


> Meet the Team