Former Northwestern Mutual Consilio Wealth Team Launches $ 300 Million Independent Financial Planning Firm Under Management
Both partners completed nearly two years of rigorous due diligence before moving to independence and they have worked extensively with Northwestern Mutual to ease the transition for their clients.
âWe couldn’t be more excited about going independent and we’ve never been so well equipped with the tools and resources to meet clients where they are,â said Donohue. “And we’re really just getting started.”
The company will retain assets with Fidelity and leverage technology, including Black Diamond and eMoney to provide investment reports and financial planning analysis to their clients.
Their name, Consilio, is derived from the Latin word resulting in planning, deliberate, intentional, and intentionally. âFor us, every decision we help our customers boils down to these four words,â commented Donohue. âWe work in partnership with our clients at two important points in their lives. First, when they accumulate wealth in the tech sector, and second, when they enjoy financial independence in retirement. ”
The partners are joined by their five members of the Northwestern Mutual team, which includes David Ybarra, Advisor; Alexandre dorell and Matthew Bening, associate advisers; Mercer Kung Smith, Director of Investment Operations; and Amy wiedeman, director of customer experience.
The founders of Consilio, Chris and Nathan, have big plans for continued reinvestment in the business. âIndependence gives us the autonomy to invest in the things our clients want,â Kaminski said. âWe couldn’t be more excited about this alignment with our customers. “
The company launches with a renewed vision and updated look for its digital home at consiliowealth.com.
SOURCE Wealth Advisors Consilio