John Sardoni is a financial advisor at Generous Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Profiscal Wealth LLC, Financial Gravity Family Office Services, and HD Vest Investment Services. Sardoni also owns Profiscal Solutions LLC, an accounting and tax preparation business. Generous Wealth Management serves individuals, charitable organizations, and businesses by providing discretionary investment management, multi-level financial planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach based on modern portfolio theory, using outside managers and a range of investment products, including alternative investments and private funds.

Casey Phinney is a financial advisor at Generous Wealth Management with a Series 65 designation and one year of industry experience. Prior to advisory work, Casey held roles at Ss&C, College Aid Pro, and Island Creek Oyster Farm. Generous Wealth Management serves individuals, charitable organizations, and businesses, providing discretionary investment management, multi-level financial planning, retirement plan advisory, and fee-based annuity services. The firm’s investment approach utilizes strategic asset allocation based on modern portfolio theory with tactical adjustments and frequently employs outside managers and separately managed accounts.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.