Wealth Effects

Derek Liberti is a financial advisor at Wealth Effects in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Effects, he worked at Carbon Biosciences and the Children's Hospital of Philadelphia, and spent six years at the University of Pennsylvania. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to create primarily long-term portfolios, managing accounts on a discretionary basis with regular reviews.

Warner Wayne III is a financial advisor at Wealth Effects with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wealth Effects in 2022, he worked at Ameriprise Financial Services LLC, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He serves as secretary on the executive board of the Great Blue Hills Power Squadron, a safe boating education organization. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm employs a combination of fundamental and technical analysis to build primarily long-term portfolios, managing approximately $472 million across multiple offices.

Charles Pouliot is a financial advisor at Wealth Effects with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Procyon Private Wealth Partners, and Bridgeway Wealth Partners. Outside of advising, he serves as a board member and equity partner at LVXP, LLC, a real estate development company. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, employing a mix of fundamental and technical analysis to guide primarily long-term investment decisions.

Jeffrey Mchale is a financial advisor at Wealth Effects with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Outside of advising, he is licensed as an insurance agent, selling fixed index annuities and term insurance. Wealth Effects is a nine-advisor team that provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to guide investment decisions and manages portfolios including stocks, ETFs, mutual funds, bonds, and option contracts.

William Liberti Jr. is a financial advisor at Wealth Effects with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith Inc. for 15 years. Outside of his advisory role, he teaches sailing to children and serves as treasurer and a board member of the Essex Bay Sailing Club in Essex, MA. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios and offers retirement plan advisory services including investment policy design and participant education.

Bernard Katz is a financial advisor at Wealth Effects with Series 63 and Series 65 licenses and four years of industry experience. He previously operated Katz Capital Management for over 30 years and worked as a CPA for more than four decades. Wealth Effects is a nine-advisor firm providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a mix of fundamental and technical analysis with primarily long-term investment strategies and manages portfolios using individual stocks, ETFs, mutual funds, bonds, and options.

Brian Burkhart is a financial advisor at Wealth Effects with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill, and Managed Account Advisors. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to build primarily long-term portfolios with individual stocks, ETFs, mutual funds, bonds, and options, managing accounts mostly on a discretionary basis with regular reviews.

Stanton Weissenborn is a financial advisor at Wealth Effects with Series 63 and Series 65 licenses and 56 years of industry experience. His prior work includes positions at Coburn & Meredith Inc and Janney Montgomery Scott. He serves as a board member for Stuart Congregational Church, where he provides investment advice on a volunteer basis. Wealth Effects offers discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm combines fundamental and technical analysis to manage primarily long-term portfolios using a range of securities, and operates 11 offices managing approximately $472 million for about 596 clients.