Difference

We believe that our work ethic allows us to stand out as a wealth management team.

Moreover, we are stewards of substantial wealth entrusted to us by our clients. We honor that trust by fulfilling and exceeding our fiduciary duty to place our clients’ best interests above all others. This accountability allows us to stand above.

img

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.
img

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.
img

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.
img

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.
img

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.