Difference
We believe that our work ethic allows us to stand out as a wealth management team.
STRUCTURED
PROCESS
STRUCTURED
PROCESS
- Our proactive and highly personalized approach is complemented by a clearly defined process of serving our clients.
- We meet with every client semiannually – the same months each year for consistency – and we update their goals and financial plan at least once a year.
- Reflecting changing circumstances in their lives as well as the markets and economy, we include “What If” scenarios to review relevant planning opportunities.
- In managing our clients’ investment portfolios, we utilize an approach we refer to as “Active Rebalancing,” designed as a “buy low / sell high” strategy throughout market cycles.
- We also provide regular presentations on various financial planning and investment topics made available to all clients over WebEx.
TEAM
APPROACH
TEAM
APPROACH
- We work as a collaborative team, providing each of our clients with the benefits of our complementary skills and experience.
- Our whole team is available to serve every relationship, and we pride ourselves on the level of genuine care and attention we provide our clients.
- We also look to coordinate with our clients’ other trusted advisors, including attorneys and accountants, in building truly holistic financial plans.
MULTIGENERATIONAL
MINDSET
MULTIGENERATIONAL
MINDSET
- Our perspective on effective wealth management involves looking at the impact of decisions across an entire family.
- The financial plans we build take into consideration the personal values and long-term goals of our clients as individuals, and how they align with their family’s needs for the future.
- We look to build relationships with our clients’ children to incorporate their objectives into a broader, comprehensive plan for the family’s legacy.
INDUSTRY
DISTINCTION
INDUSTRY
DISTINCTION
- Our four advisors have already earned six professional credentials and are committed to continual learning and personal improvement as the investment management and financial planning industry evolves each year.
- Rory O’Hara is a CERTIFIED FINANCIAL PLANNER™ and, along with Shane Fox, a Chartered Retirement Planning Counselor. Shane is also a Certified Plan Fiduciary Advisor, as is Geoff Deneger. Jennifer Fisher is a Chartered Financial Consultant.
- Rory O’Hara has been named to Forbes “Best In State Wealth Advisors” list for 2021. He was also recognized on the Forbes list of “America’s Top Next-Generation Wealth Advisors” for five consecutive years (2017-2021) and was ranked #3 in New Jersey in 2021.
INDEPENDENCE
INDEPENDENCE
- Ausperity operates in an open architecture that gives us access to the industry’s most advanced technologies and tools, designed to enhance our financial planning capabilities.
- As an independent firm, we are not limited in the range or type of solutions we can recommend, from investments to insurance to cash management.
- We are not beholden to a corporate owner whose priorities are shareholders and a balance sheet. Our only agenda is your success.
- The full commitment of our time and energy is dedicated to serving our clients and helping them achieve the full potential of their wealth.
