Tanager Wealth Management

Benjamin Phillips is a financial advisor at Tanager Wealth Management with two years of industry experience. He holds Series 65, Series 63, and Series 66 designations. His prior roles include positions at Northcoast Asset Management, Connectus Wealth, NewBridge Securities Corporation, and Mahoney Asset Management. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by offering discretionary portfolio management, financial planning, and independent investment manager recommendations. The firm uses an asset-allocation framework with fundamental analysis for security selection and maintains a substantial non-U.S. client base, providing tailored operational and tax accommodations.

Abbas Somji is a Certified Financial Planner (CFP®) with nine years of industry experience. He has worked at Tanager Wealth Management since 2018 and previously held roles at Valmark Securities, Inc. and Altruista. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach is based on asset-allocation models and fundamental analysis, with portfolios tailored to clients’ objectives and risk tolerance and reviewed quarterly.

Kristopher Heck is a financial advisor at Tanager Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tanager Wealth Management since 2012. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach focuses on asset-allocation models and fundamental analysis, tailoring portfolios to clients’ objectives, time horizons, and risk tolerance.

Susan Blaylock is a CFP® and holds a Series 65 license, with seven years of experience at Tanager Wealth Management. Prior to joining Tanager, she worked at The Carlyle Group and Starbucks Coffee Company. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach uses asset-allocation models and fundamental analysis, tailoring portfolios to client objectives and reviewing them regularly.

Lewis Semakula is a financial advisor at Tanager Wealth Management with a Series 65 designation and six years of industry experience. His prior roles include positions at St. James's Place Wealth Management, Logic Financial Services, J&K Global Limited, and Havencare. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans, offering discretionary portfolio management, financial planning, and recommendations of independent investment managers. The firm employs an asset-allocation framework with fundamental security analysis, actively manages accounts, and accommodates a significant non-U.S. client base through tailored operational practices.

Ieuan Martin is a financial advisor at Tanager Wealth Management with a Series 65 designation and approximately one year of industry experience. Prior to joining Tanager, he worked at Bastion Financial Planning and has a background that includes roles outside the financial sector. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, focusing on discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm uses asset-allocation models and fundamental analysis to tailor portfolios according to client objectives and risk tolerance, with regular reviews and oversight.

David Costello is a financial advisor at Tanager Wealth Management with 2 years of industry experience. He holds Series 65 and Series 66 designations and has been with Tanager Wealth Management since 2014. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach focuses on asset-allocation models and fundamental analysis, with portfolios tailored to clients’ objectives and risk tolerance.

Patrick Mulhern is a financial advisor at Tanager Wealth Management with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for four years before joining Tanager in 2017. Mulhern serves on the finance committee of the Portsmouth Athenaeum. Tanager Wealth Management provides discretionary portfolio management, financial planning, and independent investment manager recommendations to individual and high-net-worth clients, trusts, charities, and retirement plans. The firm utilizes an asset-allocation framework with active management and fundamental security analysis, and it is noted for its substantial non-U.S. client base and tailored operational practices.

Luke Harrison is a CFA® charterholder with seven years of industry experience. He has worked at Tanager Wealth Management since 2023 and previously held roles at Pilotage Wealth Management AG and Pilotage Private Wealth AG, as well as a consulting position from 2018 to 2023. Tanager Wealth Management serves individuals, high-net-worth clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach focuses on asset allocation and fundamental analysis, tailoring portfolios to client objectives and risk tolerance with regular reviews.

Adam Mitchell is a financial advisor with Tanager Wealth Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Fidelity Investments. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, providing discretionary portfolio management, financial planning, and access to donor-advised funds. The firm utilizes an asset-allocation framework with fundamental security selection and actively managed accounts, with a notable focus on serving a substantial non-U.S. client base.

Luke Papaelias is a financial advisor at Tanager Wealth Management with two years of industry experience. He has worked at several firms including Gessner Wealth Strategies, Cross Border Wealth, and Holborn Assets, and previously operated Papaelias Financial Solutions. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach focuses on asset allocation and fundamental analysis, tailoring portfolios to client objectives and reviewing them quarterly.

Kyle Pettigrove is a financial advisor at Tanager Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Tanager since 2016, following two years at Wiley Group. Outside of finance, Pettigrove is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management, independent manager recommendations, and comprehensive financial planning. The firm’s investment approach is based on asset-allocation models and fundamental analysis, with portfolios tailored to clients’ objectives and reviewed regularly.

Samuel Lees is a financial advisor at Tanager Wealth Management with two years of industry experience. He has worked at Tanager Wealth Management and its LLP affiliate since 2020 and previously spent six years at Dennehy Weller and Co. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans. The firm’s investment approach focuses on asset-allocation models and fundamental analysis, tailoring portfolios to clients’ objectives, time horizons, and risk tolerances with ongoing review and oversight.