Fiscal Wisdom Wealth Management LLC

Renee Amochaev is a financial advisor at Fiscal Wisdom Wealth Management LLC with 27 years of industry experience. She has worked at firms including Portsmouth Financial and SmartLife Financial Group. Amochaev serves on the board and finance committee of YWCA Sonoma County, a nonprofit organization. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolio construction and ongoing account monitoring, utilizing a range of investment strategies and products.

Allen Dunahoo is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Edward Jones for 18 years and is currently with Fiscal Wisdom Wealth Management LLC and Arete Wealth Management. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, and offers tailored portfolio construction using a range of investment strategies and asset classes. The firm also facilitates third-party money manager referrals and conducts educational seminars and workshops.

Michael Chadwick is a CFP® and ChFC® with 32 years of industry experience. He is a managing member and Investment Advisor Representative at Fiscal Wisdom Wealth Management LLC, where he has been since 2019. Chadwick has previously worked with Cambridge Investment Research Advisors and several other financial firms. Outside of advising, he is involved in college counseling and estate transfer services, and he owns an insurance holding company and a family farm business. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolios using various investment strategies and conducts regular account reviews, with a focus on education and referrals to third-party money managers.

Daniel Roberts is a financial advisor with Fiscal Wisdom Wealth Management LLC in Canton, CT, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior roles include work at firms such as Nationwide Securities, Rockefeller Financial, and Vistia Capital. He is also involved in compliance consultancy through his work with Patten Training & Review, LLC and as a consultant to the Bates Group. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, employing tailored portfolio strategies that include a range of asset classes and regular portfolio reviews. The firm operates through multiple offices and offers educational seminars, with some advisors also serving as solicitors for third-party managers.

Travis Tazawa is a CFP® professional with nine years of experience in financial advisory. He is currently with Fiscal Wisdom Wealth Management LLC and has previously worked at Portsmouth-SmartLife Financial Group, AE Wealth Management, and Claraphi Advisory Network. Outside of his advisory work, he is involved with Milestone Coach Advisory Services, LLC, where he holds an executive role. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm employs tailored portfolio strategies and offers comprehensive planning across retirement, tax, estate, and business succession matters.

Richard Bean is a CFP® with 23 years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Manchester, NH. His prior roles include positions at Portsmouth-SmartLife Financial Group, Motiv8 Investments LLC, Capital Asset Advisory Services, LLC, and Retirement Advisor Of Ne, Inc. In addition to his advisory work, he is an independent insurance producer specializing in fixed life, health, fixed annuities, long-term care, and estate planning. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using both discretionary and non-discretionary portfolio management. The firm offers tailored portfolio construction with active and passive strategies across various asset classes, along with financial plans, seminars, and cash-management options.

Max Isaacman is a financial advisor at Fiscal Wisdom Wealth Management LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portsmouth-Smartlife Financial Group, Fidelity Investments, and Scottrade. Outside of advising, Max is an author who writes and publishes financial literature. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses tailored portfolio strategies that include a variety of investment options and conducts regular account reviews and rebalancing.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, having worked at firms including Portsmouth Financial Services, Securian Financial Services Inc., and Virginia Asset Management. Baratta is also the owner of Baratta Investments, LLC, where he engages in equity trading. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm offers tailored portfolio construction, financial planning across retirement, tax, estate, and business succession areas, and facilitates referrals to third-party money managers while maintaining a diverse range of investment strategies.

Coty Shean is an advisor with Fiscal Wisdom Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining Fiscal Wisdom in 2025, Coty worked at Northwestern Mutual in various capacities from 2017 to 2025 and spent a year at Prospect 33. Coty may earn commissions from insurance companies for sales of non-variable insurance products outside of investment advisory services. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering tailored portfolios and financial planning across retirement, tax, estate, and business succession. The firm employs a range of investment strategies and maintains regular portfolio reviews and rebalancing, while also operating multiple offices and hosting educational seminars.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with a Series 65 credential and two years of industry experience. She has worked at Fiscal Wisdom since 2020 and previously held roles at Beachbody and Edward Jones. Martin also serves as an associate assisting with operations at Chadwick Financial Advisors. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals. The firm constructs tailored portfolios using a variety of investment strategies and offers financial planning in areas such as retirement, tax, estate, and business succession.

Benjamin Stille is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Fiscal Wisdom Wealth Management LLC and has held prior roles at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, CJS Financial Advisers, Cambridge Investment Research Advisors, and Mass Mutual Investors Services. He also operates as an independent insurance agent through BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, using tailored portfolios with varied investment strategies and regular performance monitoring. The firm also facilitates referrals to third-party money managers and offers educational seminars and workshops at no cost.