Generous Wealth Management

John Sardoni is a financial advisor at Profiscal Wealth LLC with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at several firms including Generous Wealth Management, LLC and Financial Gravity Family Office Services, LLC. In addition to his advisory work, he owns and operates PROFISCAL SOLUTIONS LLC, providing accounting and tax preparation services. Profiscal Wealth LLC offers discretionary asset management, limited-scope ERISA 3(21) fiduciary services to retirement plans, and financial planning. The firm constructs portfolios using Modern Portfolio Theory and manages client accounts with a combination of in-house management and sub-advisor oversight.

Casey Phinney is a financial advisor at Generous Wealth Management with a Series 65 credential and one year of experience. Prior to joining Generous Wealth Management, Casey worked at Island Creek Oyster Farm, Keller Williams, and Blackstone Williams Properties. Generous Wealth Management serves individuals, charitable organizations, and employer plan sponsors with discretionary investment management, financial planning, and retirement plan services. The firm employs a strategic asset-allocation approach supplemented by tactical adjustments and offers access to alternative investments and multi-disciplinary planning that includes tax and estate coordination.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.

William Kelly is a financial advisor at Generous Wealth Management with 21 years of industry experience. He holds a Series 66 designation and previously worked at Verity Capital Management, LLC for ten years. Generous Wealth Management serves individuals, charitable organizations, and employer plan sponsors with discretionary investment management, financial planning, and retirement plan management. The firm employs a strategic asset-allocation framework with tactical adjustments and offers access to alternative investments and multi-disciplinary planning that integrates tax and estate professionals.