Our mission is simple yet powerful. We are collectively focused on providing comprehensive, customized, and objective wealth management strategies. Our clients span the country, various industries and multiple generations, and include retirees, high-ranking corporate executives, hedge fund managers, business owners, licensed professionals and affluent families.
Simply put, our clients come first. We systematically prepare our recommendations according to the complexity and uniqueness of each particular situation and individual. Through a detailed and process-driven model, we uncover the financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial strategy designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you.
our Team
The EtonWay Financial Team is comprised of seasoned professionals with years of collective experience, who are devoted to thoughtfully integrated wealth management strategies.
Mike
Shapiro
Founding Partner
Matt
Ferrel
Managing Director
kristen hansen
Vice President
Greg
Cohn
Managing Partner
Vanessa Oakley
Managing Director
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lindsey hammer
Vice President
Tamara
Rich
Chief Financial Officer
Joseph Cantanucci
Vice President
sarah sprung
Director
OUR STRENGTH
3
SEASONED PARTNERS
7
INDUSTRY SPECALISTS
32
LICENSES & CREDENTIALS
100+
YEARS OF EXPERIENCE
Expertise
EtonWay Financial and Insurance Services exists to provide sophisticated financial services and estate planning strategies. We implement only custom strategies by aligning your wealth accumulation, preservation, and distribution goals through the thoughtful integration of risk management, asset management, and estate planning strategies.
We pride ourselves in working cohesively with our clients, CPAs, tax attorneys, estate planners, business planners, general counsel and other trusted advisors who support our clientele. Together, we help families and businesses that are engaged, sophisticated, driven, intelligent, and seeking a strategy that is custom tailored to their unique situation.
Before we can advise you about any of the strategies that might be appropriate in your situation, we need to educate ourselves about your specific goals. The initial conversation we have will focus on your objectives and goals. We will ask you questions about your family and interests, what is important to you, your short and long-term goals and about the planning you may have already done. We will inquire about your financial resources, and how you intend to accumulate wealth and distribute wealth over time.
Nobody’s situation stays the same. As yours changes, your strategy will need to be reviewed, and perhaps revised to help ensure that it will keep pace with your changing situation. Ultimately, the success of your strategy depends on how accurately it reflects your wishes, and on your commitment to providing for your financial needs and goals.
Our role is to combine our collective experience with your vision —to offer you expert guidance and innovative solutions. EtonWay Financial is committed to ensuring that your family’s needs will be met with care, with expertise, and with an understanding of your unique circumstances and individual goals.
