Consolidated Wealth Management

consolidate: to make (something) physically stronger or more solid. That 'something' is You. We are an independent, fee-only wealth management firm specializing in transition planning: divorce, retirement, inheritance. Our passion is to educate and to empower- Our commitment is to create an open and collaborative environment as we uncover the answers to your financial questions- Our promise as legal fiduciaries is to always be on your side as we craft your plan together- Our desire is to remain your trusted advisor for life. Our two leading principals, Alan Stiffelman and Mike Mariani, both have sports and fitness coaching in their backgrounds, along with vast financial and investing experience. So it is understandable that they bring their coaching disciplines and compassion to their business — helping their clients excel in financial fitness — especially in times of transition like divorce, inheritance and retirement. After a combined 50 years in the business, Alan and Mike have observed that the people who are most vulnerable to predatory financial practices are those in the throes of major life transitions. They have also learned that most clients, regardless of gender, really want their advisor or money manager to do more than just “their job.” They want partners in their financial success. They want a one-on-one relationship where decisions are made for their specific benefit, not a “cookie-cutter” solution dictated by someone who doesn’t even know them. The Consolidated story is one of coaching, compassion and personal respect and support for every client we serve.