Tableaux Wealth

Luke Delorme is a CFP®, ChFC®, and Series 65-licensed financial advisor with nine years of industry experience. He is currently with Tableaux Wealth, where he has worked since 2024, following an eight-year tenure at American Investment Services, Inc. Outside of his advisory role, Delorme serves as a board member of the Berkshire Natural Resources Council, a land conservation nonprofit. Tableaux Wealth provides investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental analysis and modern portfolio principles with tactical adjustments, employing a range of securities including individual stocks, bonds, mutual funds, ETFs, and derivatives.

Joseph Polidoro is a financial advisor at Tableaux Wealth in Sarasota, FL, holding a Series 65 designation with one year of industry experience. He is also the founder and president of Polidoro Marketing Communications, a strategic marketing consulting firm established in 2003. Additionally, he works as an independent science writer contributing to publications such as Science News and Scientific American. Tableaux Wealth provides investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm applies fundamental analysis and modern portfolio principles with a long-term focus while allowing tactical adjustments, and it manages approximately $154 million in client assets across multiple offices.

Matthew Chester is a CFP® professional with 12 years of industry experience. He currently serves at Tableaux Wealth and has prior experience at RBC Capital Markets, LLC d/b/a RBC Wealth Management. Outside of his advisory role, he volunteers as a Finance Committee member for The Stockbridge Library Museum and Archives and as a board member of Riverbrook Residence, Inc., which provides residential living for women with intellectual and developmental disabilities. Tableaux Wealth offers investment advisory and comprehensive wealth management services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio principles with a long-term orientation, utilizing discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.