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Disclaimer: The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Wealth Management

Proactively planning to achieve growth.

Our wealth managers take a holistic approach to financial planning and investment management to help you implement a disciplined, long-term strategy. Whether we’re helping with tax efficiency, retirement income strategies, investment strategies, generational planning, or college planning, our goal is to make sure we’re always proceeding with a purpose toward your financial objectives.

Advisory services are offered through Cassady Schiller Wealth Management LLC an affiliate of Cassady Schiller.  Accounting services are offered through Cassady Schiller.


James McGrath



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Evidence-Based Investment Management

Our investment approach is derived from rigorous ongoing academic research by Nobel Prize–winning economists.

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Sophisticated Tax Solutions

The CPA’s and Advisors from our affiliated accounting firm can help analyze and recommend creative solutions designed to minimize your tax burden.

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Family Wealth Planning

We go beyond your current financial planning to address your multigenerational planning. We will work with you and your outside advisors to ensure your estate and insurance needs are well positioned.

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Coordination With Outside Advisors

We encourage coordination with your outside advisors to ensure optimal solutions are identified and implemented.



Garrett Cobb

Wealth Advisor

Luke Kremzar

Wealth Associate

Teresa Nieman-Gregg

Wealth Advisor

Heather Denny

Client Service Administrator

Lily Magoteaux

Wealth Management Intern

Tim Witham

Senior Wealth Advisor

WM Directory
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