Harbor Wealth Management Joins MAI Capital Management

As of May 3, 2024, Harbor Wealth Management is now a part of MAI Capital Management.

If you are a Harbor Wealth Management client, you can now reach your advisor team at:

Elyse Foster

Elyse Foster
Senior Wealth Advisor
Elyse.Foster@mai.capital

Megan Miller

Megan Miller
Senior Wealth Advisor
Megan.Miller@mai.capital

Main Office Phone Line: 303-939-8788. And you will have continued access to:


As a result of our new partnership, Harbor Wealth Management clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are thrilled to welcome Harbor to our growing MAI team and to expand our presence in Colorado,” said Rick Buoncore, Managing Partner at MAI. “Harbor not only shares our client-first mentality, but also has a track record of creating innovative solutions for clients, such as unique services for young professionals and women”

The Wealth Management Division of Treloar & Heisel Joins MAI Capital Management

As of April 12, 2024, Treloar & Heisel Wealth Management division is now a part of MAI Capital Management.

If you are a Treloar & Heisel wealth management client, you can find your team here.

Office Location: 134 E. Washington Street, New Castle, PA 16101

General Office Phone: 216-514-7650


As a result of our new partnership, Treloar & Heisel clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome Treloar & Heisel to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

LWS Wealth Advisors Inc. Joins MAI Capital Management

As of March 1, 2024, LWS Wealth Advisors is now a part of MAI Capital Management.

If you are a LWS Wealth Advisors client, you can now reach your advisor team at:

Lance Lipset

Lance Lipset
Regional President
lance.lipset@mai.capital
908-630-9237

Gregg Cohen

Gregg Cohen
Senior Wealth Advisor
gregg.cohen@mai.capital
970-688-7310

Valerie Downs

Valerie Downs
Senior Wealth Advisor
valerie.downs@mai.capital
908-630-9237

Carla Mazzarino

Carla Mazzarino
Senior Client Service Specialist
carla.mazzarino@mai.capital
908-630-9237

General Office Phone: 908-630-9237. And you will have continued access to your wealth portal.


As a result of our new partnership, LWS Wealth Advisors clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“For more than a decade, LWS has provided personalized solutions to clients covering all aspects of their financial lives,” said Rick Buoncore, Managing Partner at MAI. “Their exceptional service has led to tremendous growth, and we are thrilled that they are joining the MAI family.”

WaterStone Investment Counsel Joins MAI Capital Management

As of January 19, 2024, Waterstone Investment Counsel is now a part of MAI Capital Management.

If you are a Waterstone Investment Counsel client, you can now reach your advisor team at:

Don Brosz

Don Brosz
Senior Wealth Advisor
don.brosz@mai.capital

Mark Roberts

Mark Roberts
Senior Wealth Advisor
mark.roberts@mai.capital

Christina Yowler

Christina Yowler
Administrative Assistant
christina.yowler@mai.capital

And you will have continued access to:


As a result of our new partnership, Waterstone Investment Counsel clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome WaterStone Investment Counsel to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

Traverso Chambers Private Wealth Management, LLC Joins MAI Capital Management

As of January 12, 2024, Traverso Chambers Private Wealth Management is now a part of MAI Capital Management.

If you are a Traverso Chambers Private Wealth Management client, you can now reach your advisor team at:

Marc Traverso

Marc A. Traverso
Regional President
Marc.Traverso@mai.capital

Timothy Chambers

Tim A. Chambers
Regional President
Tim.Chambers@mai.capital   

Main Office Line: 707-523-1111

And you will have continued access to Charles Schwab.


As a result of our new partnership, Traverso Chambers Private Wealth Management clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome Marc Traverso, Tim Chambers, and the rest of their team to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

Madison Wealth Management Joins MAI Capital Management

As of January 5, 2024, Madison Financial Advisors, Ltd. (doing business as Madison Wealth Management) is now a part of MAI Capital Management.

If you are a Madison Wealth Management client, you can continue to reach out to your advisor team.

And you will have continued access to:


As a result of our new partnership, Madison Wealth Management clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“This partnership underscores MAI’s commitment to partnering with experienced professionals who share our client-first philosophy,” said Rick Buoncore, Managing Partner at MAI. “The Madison team has demonstrated not only growth and success across two major metros, but also a dedication to their communities that we at MAI share. We look forward to expanding our reach and integrated capabilities with the addition of this talented team.”

R. Karras Asset Management and Planning LLC joins MAI Capital Management

As of December 22, 2023, R. Karras Asset Management and Planning LLC is now a part of MAI Capital Management.

If you are a R. Karras Asset Management and Planning LLC client, you can now reach your advisor team at:

Robert Karras
Senior Wealth Advisor
robert.karras@mai.capital

Tony Carsel
Wealth Specialist
tony.carsel@mai.capital

Anne Sikon
Administrative Assistant
anne.sikon@mai.capital

MAI General Office Phone: 216-920-5144


As a result of our new partnership, R. Karras Asset Management and Planning LLC clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome the R. Karras Asset Management and Planning team to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

Asset Management Group Joins MAI Capital Management

As of July 31, 2023, Asset Management Group is now a part of MAI Capital Management.

If you are an Asset Management Group client, you can reach your advisor team at:

Glenn Movish
Senior Wealth Advisor
Glenn.Movish@mai.capital
847-291-7909

Anna Benner
Senior Client Services Specialist
Anna.Benner@mai.capital
847-291-7909

Ryan Hannifan
Portfolio Management Analyst
Ryan.Hannifan@mai.capital
847-291-7909


As a result of our new partnership, Asset Management Group clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“Glenn’s experience in wealth management and unique ability to build meaningful relationships with clients perfectly aligns with our commitment to client-centric financial services.”

Transparent Wealth Partners, LLC Joins MAI Capital Management

As of July 7, 2023, Transparent Wealth Partners, LLC is now a part of MAI Capital Management.

If you are a Transparent Wealth Partners client, you can now reach your advisor team at:

David Meador
Regional President
MAI Capital
david.meador@mai.capital
501-537-1111

Perry Streett
Wealth Specialist
MAI Capital
perry.streett@mai.capital
501-537-1111

You can call our general office phone at 501-537-1111, and you will have continued access to the Fidelity portal.


As a result of our new partnership, Transparent Wealth Partners clients will now have access to:

 

A note from Rick Buoncore, Managing Partner of MAI Capital Management:

“We are pleased to welcome David Meador and Transparent Wealth Partners to the MAI family. Their commitment to clients makes them a perfect fit for our firm. As MAI continues to expand nationally, adding new and experienced members to the team, we will continue our practice empowering our clients to simplify, protect, and grow their wealth.”

Wiener Financial Management and MAI Capital

Wiener Financial Management and MAI Capital Are Excited to Announce Their Partnership

Wiener Financial Management (WFM) has partnered with MAI Capital, effective 4/21/2023. Our combined firms share a client-first philosophy, implementing a comprehensive financial planning approach to support our clients in reaching their financial goals. We move forward together with expansive resources and tools to meet our clients’ needs.

MAI has been in business for 50 years and manages assets for high-net-worth individuals and families, business owners, professional athletes, and entertainers. MAI and WFM share a client-first philosophy and a dedication to building meaningful relationships with them.

After 28 years of operating as an independent financial planning and investment management firm, WFM decided to join MAI in order to provide the best opportunity to enhance the services offered.


WFM clients will continue to have:
 

  • Advisor access. You will continue to work directly with Bruce and Lori and the team as you transition to MAI. The WFM team will continue to be your main point of contact and manage your financial plan. We will also work in conjunction with your dedicated MAI Team Leader and will be supported by the broader MAI team.
  • Attentive client service. We work to develop meaningful partnerships with those who entrust their future to us. Our focus is to help prioritize your financial goals and guide you on the path toward meeting them.
  • A trusted fiduciary. We will always maintain a fiduciary approach, putting your interests first.

As a result of the new partnership, you will now have access to:

  • The backing of an extensive and experienced team. The expansive MAI team brings a wealth of knowledge and experience to its clients.
  • Personalized and comprehensive technology. MAI provides each client with personal financial and investment websites (MAI WealthView & MAI InvestView) that serve as dedicated and customized resources to help meet your objectives and provide real-time access to your accounts.
  • Expansive resources to meet your financial needs. Our resources include investment management services, retirement and financial planning, family office services, and estate and legacy planning.

Our goal is to help our clients plan for their futures through a tailored strategy and aligning with MAI allows us to continue to deliver on this objective.

We’re here to answer any questions. Bruce and Lori can be reached at:

– Bruce Wiener: Bruce.Wiener@mai.capital

– Lori Hoyland: Lori.Hoyland@mai.capital

We look forward to partnering with you today and for years to come. Welcome to MAI!

Best regards,

Rick Buoncore
Managing Partner,
MAI Capital Management

Bruce Wiener
Senior Wealth Advisor, Managing Director,
MAI Capital Management