Fiscal Wisdom Wealth Management LLC

Renee Amochaev is a financial advisor with Fiscal Wisdom Wealth Management LLC in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Portsmouth Financial since 2013 and previously at SmartLife Financial Group and Portsmouth-SmartLife Financial Group. Amochaev serves on the Board of Directors and Finance Committee of YWCA Sonoma County and is involved with The Bridge Rail Foundation, a nonprofit focused on suicide prevention. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm employs tailored portfolio construction using both active and passive strategies across various asset classes and offers discretionary and non-discretionary management, written financial plans, seminars, and cash-management options.

Michael Chadwick is a CFP® and ChFC® with over 31 years of experience in the financial advisory industry. He is currently with Fiscal Wisdom Wealth Management LLC and has previously worked at firms including Cambridge Investment Research Advisors and Portsmouth-SmartLife Financial Group. Outside of his advisory work, he is involved in college counseling and a family farm business. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses a combination of active and passive strategies tailored through model portfolios or individualized allocations, offering discretionary and non-discretionary portfolio management alongside financial plans, seminars, and cash-management options.

Daniel Roberts is a financial advisor at Fiscal Wisdom Wealth Management LLC with 28 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked with multiple firms, including Nationwide Securities, Rockefeller Financial LLC, and Vistia Capital. Roberts is involved in compliance consultancy through Patten Training & Review, LLC and Bates Group as a consultant and subcontractor. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, utilizing tailored portfolio construction with both active and passive strategies. The firm offers discretionary and non-discretionary portfolio management, written financial plans, seminars, and cash-management options.

Travis Tazawa is a CFP® professional with eight years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Hilo, HI. His prior roles include positions at Portsmouth-SmartLife Financial Group, AE Wealth Management, and Claraphi Advisory Network. He is also involved in business planning and insurance sales through his executive role at Milestone Coach Advisory Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, offering tailored portfolio construction with both active and passive strategies across various asset classes. The firm also delivers written financial plans, seminars, and cash-management options as part of its comprehensive service offering.

Richard Bean is a CFP® with 23 years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Manchester, NH. His prior roles include positions at Portsmouth-SmartLife Financial Group, Motiv8 Investments LLC, Capital Asset Advisory Services, LLC, and Retirement Advisor Of Ne, Inc. In addition to his advisory work, he is an independent insurance producer specializing in fixed life, health, fixed annuities, long-term care, and estate planning. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using both discretionary and non-discretionary portfolio management. The firm offers tailored portfolio construction with active and passive strategies across various asset classes, along with financial plans, seminars, and cash-management options.

Max Isaacman is a financial advisor at Fiscal Wisdom Wealth Management LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portsmouth-Smartlife Financial Group, Fidelity Investments, and Bank of America/Merrill Lynch. Outside of advising, he is an author who writes and publishes financial literature. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm offers tailored portfolio construction using both active and passive strategies and a range of investment options, with regular account reviews and additional services such as seminars and cash-management solutions.

Alexander Overkamp is a financial advisor at Fiscal Wisdom Wealth Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial LLC and Arete Wealth Management. Overkamp serves on the Board of Trustees for Mary Wade Senior Housing in New Haven, CT. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies, offering a range of investment options and conducting account reviews at least quarterly.

Michael Baratta is a financial advisor with Fiscal Wisdom Wealth Management LLC in Atlanta, GA, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked with firms including Arete Wealth Management, Portsmouth Financial Services, and Securian Financial Services Inc. Outside of his advisory roles, he owns Baratta Investments, LLC, which focuses on equity trading, and Essential Life Solutions, a fixed insurance sales business. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using a combination of discretionary and non-discretionary portfolio management. The firm employs both active and passive strategies with tailored portfolio construction, offering a range of investment options and regular account reviews.

Coty Shean is a financial advisor at Fiscal Wisdom Wealth Management LLC with seven years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for seven years. Shean holds Series 63 and Series 65 licenses. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients. The firm uses tailored portfolio construction with both active and passive strategies and offers discretionary and non-discretionary management, written financial plans, seminars, and cash-management options.

Jessica Martin is a financial advisor at Fiscal Wisdom Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Beachbody and Edward Jones. Martin is also an associate at Chadwick Financial Advisors, assisting with operations. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using tailored portfolio construction with both active and passive strategies. The firm offers discretionary and non-discretionary portfolio management, written financial plans, seminars, and cash-management options.

Benjamin Stille is a financial advisor with Fiscal Wisdom Wealth Management LLC, holding a Series 66 designation and bringing 19 years of industry experience. He has previously worked at Portsmouth-SmartLife Financial Group, McCloskey and Associates PA, and CJS Financial Advisers. Outside of advisory work, he is an independent insurance agent with BGS Financial Services, LLC. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using both discretionary and non-discretionary portfolio management. The firm employs a tailored investment approach with active and passive strategies across various asset classes and offers services such as written financial plans, seminars, and cash-management options.