Wealth Management

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Investment management
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We focus on helping individuals and their families restore order and align their investments with how the world really works. That means understanding human nature and getting to the real source of investment returns. We help you calm the chaos and get you on track.

We are an independent investment adviser with conflict-free decision-making. As fiduciaries, we are accountable solely to our clients and best practices.

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Martin Leclerc, Managing Partner
Office location(s)
Washington, DC, USA
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Michael Horwitz
Office location(s)
Boston, MA, USA
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Anders Heede
Office location(s)
Zaventem, Belgium
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Michael M. Carter
Office location(s)
Philadelphia, PA, USA
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CBIZ Retirement Plan Services assists plan sponsors and participants with managing the various components of their retirement plan(s). CBIZ Retirement Plan Services is an independent provider of consulting solutions to public, private and non-profit organizations. CBIZ professionals have developed a proprietary risk management solution, known as The Fiduciary Risk ManagerTM, to help plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. The solution also helps participants successfully reach their retirement goals. The Fiduciary Risk ManagerTM assists plan sponsors and participants by documenting the necessary steps surrounding the six primary risk areas relating to the management of the retirement plan.

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Michael Aquino, CPA
Office location(s)
Philadelphia, PA, USA
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Thomas Bonney
Office location(s)
Philadelphia, PA, USA
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MoneySoft publishes DealSense software for the M&A and Business Valuation communities.
DealSense gives dealmakers a complete financial analysis tool made specifically for the M&A transaction process. DealSense provides wall-to-wall analysis in one system that integrates financial benchmarking, valuation/pricing, deal structuring, financial projections, Free Cash Flow/ROI analysis, consolidated financials, accretive/dilutive analysis and report writing. DealSense automates the report preparation process and creates several different reports including CIMs/Pitchbooks, Teasers, Valuations and others.
DealSense also includes MoneySoft Business Valuation Specialist for advisors who also need to create defensible valuations for tax, litigation support or planning purposes. Get more info and schedule a live demo here: https://moneysoft.com/valuation-and-acquisition-analysis-software

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Matthew Shipley
Office location(s)
Phoenix, AZ, USA
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Thomas A. Stewart
Office location(s)
Columbus, OH, USA
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Donald J. Mahoney
Office location(s)
Philadelphia, PA, USA