Tanager Wealth Management

Benjamin Phillips is a financial advisor at Tanager Wealth Management with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Tanager, he worked with Northcoast Asset Management, Connectus Wealth, and NewBridge Securities Corporation, among others. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, offering discretionary portfolio management, financial planning, and access to independent investment managers. The firm employs an asset-allocation framework with fundamental analysis and actively manages accounts, including the use of margin when appropriate, and maintains a notable non-U.S. client base with tailored operational practices.

Abbas Somji is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Tanager Wealth Management since 2018, following prior roles at Valmark Securities, Inc. and Altruista. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm employs an asset-allocation framework combined with fundamental security analysis and is notable for its substantial non-U.S. client base, offering tailored operational accommodations including tax and billing practices.

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 at Tanager Wealth Management. She has three years of industry experience and previously worked at Starbucks Coffee Company from 2016 to 2018. 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 independent investment manager recommendations. The firm employs an asset-allocation framework with fundamental security analysis and actively managed accounts, and it is notable for its substantial non-U.S. client base and related operational accommodations.

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 two years of industry experience. He holds a Series 65 credential and has worked at Tanager Wealth Management since 2021, following prior experience at Bastion Financial Planning. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm’s investment approach combines fundamental security analysis with an asset-allocation framework and actively managed accounts, and it is noted for its significant non-U.S. client base and specialized operational practices.

Robyn Power is a financial advisor at Tanager Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Tanager, Robyn worked at Forth Capital for three years and has experience in the public sector through a position with the Scottish Government. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, offering discretionary portfolio management, financial planning, and access to independent investment managers and charitable giving vehicles. The firm employs an asset-allocation framework with active management and maintains a significant non-U.S. client base requiring specialized operational accommodations.

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 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Tanager since 2017, following roles at UBS Financial Services and Merrill. Mulhern serves on the Finance Committee of the Portsmouth Athenaeum, where he contributes to decisions regarding acquisitions and loans. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs an asset-allocation approach with fundamental security analysis and actively manages accounts, often utilizing independent investment managers and accommodating a significant non-U.S. client base.

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 10 years of industry experience. He holds the Series 65 designation and worked at Wiley Group from 2014 to 2016 before joining Tanager Wealth Management in 2016. Outside of advising, he is a partner at Crowded Castle Brewing Company, where he assists with marketing and distribution. Tanager Wealth Management serves individual and high-net-worth clients, trusts, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to independent investment managers. The firm uses an asset-allocation framework with fundamental analysis and actively manages accounts, including relationships with independent managers, with notable accommodations for a significant non-U.S. client base.

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.