5T Wealth, LLC

Jackie Lou D'avolio Raquidan is a financial advisor at 5T Wealth, LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has previously worked at firms including Capital Group Private Client Services and UnionBanc Investment Services. Outside of her advisory role, she serves on the boards of two early-stage technology ventures: Your Great Escapes, a landscaping AI app, and Napa Global Institute, an educational technology company focused on Virtual Reality. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients, primarily business owners or retirees from business ownership. The firm offers discretionary asset management, financial planning, and integrated family office services, employing an investment approach centered on absolute return objectives and true diversification across traditional and alternative asset classes.

Christopher Roth is a CFA® charterholder with 17 years of industry experience. He has been with 5T Wealth, LLC since 2018 and previously worked at Delegate Advisors, LLC from 2012 to 2018. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients nationwide, primarily business owners or retirees from their own businesses. The firm emphasizes absolute return objectives and true diversification by integrating traditional and alternative asset classes, employing a disciplined manager-selection process, and offering financial planning and family office services.

Colton Maher is a financial advisor at 5T Wealth, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with Eagle Strategies LLC and NYLIFE Securities LLC. Outside of finance, he is a co-owner of LoCo Skincare, a retail and wholesale skincare company. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients nationwide, primarily business owners and retirees. The firm offers discretionary asset management, financial planning, and integrated family office services, employing a diversified investment approach that combines traditional and alternative asset classes with tactical portfolio management.

Paul Krsek is a financial advisor at 5T Wealth, LLC with 24 years of industry experience. He has been with the firm, formerly known as K & A Asset Management, LLC, since 1998. Outside of his advisory role, he serves as co-trustee of the Kresek Family Trust. 5T Wealth, LLC serves individuals, family trusts, retirement plans, private foundations, and other institutional clients nationwide, primarily business owners and retired business owners. The firm offers discretionary asset management, financial planning, and integrated family office services, employing a diversified investment approach that includes traditional and alternative asset classes with regular portfolio monitoring and rebalancing.