YOUR PARTNERS IN PLANNING
Michael S. McDonough Senior Vice President, Investments, Partner
Mike became a registered financial advisor in 1984. He advises high net-worth clients on equity and fixed income strategies for retirement income. His experience in managing corporate portfolios spans nearly three decades. Mike is a graduate of UC Berkeley where he earned his Bachelor of Arts degree in Economics.
James P. Hennessy, Accredited Wealth Manager, Managing Director, Investments, Partner
Jim entered the securities business as a financial advisor in 1990. He has focused on professional wealth management and communicating the benefits of financial and estate planning strategies. Jim is a graduate of UC Davis and received his Accredited Wealth Manager designation from Michigan State University.
Pamela J. Sowers Senior Registered Client Associate
Pamela has been in the securities industry since 1989 and holds her Series 7, 63 and 66 licenses. She oversees all of the administrative processes for the Partners and handles all of their day-to-day operations. Her extensive experience throughout the last 20 years has made her vital to the team and its ongoing growth.
JUDGMENT, KNOWLEDGE, ACCESS, FULL-TIME FOCUS
We work on our client’s behalf to integrate all aspects of their financial well-being. To help accomplish this we work in close coordination with your independent tax and legal advisors. Our process is simple and consistent.
• Determine needs and risk parameters
• Develop an Investment Policy Statement
• Research appropriate investment alternatives
• Portfolio structuring and implementation
• Monitor and adjust according to market opportunities
• Constant communication and regular meetings
• Emphasizing wealth preservation and intergenerational transfer strategies
2999 Douglas Blvd.
Roseville, CA 95661
San Francisco Office
600 Montgomery Street
San Francisco, CA 94111