Wealth Effects

Derek Liberti is a financial advisor at Wealth Effects in Boston, MA, holding a Series 65 designation. He has been with Wealth Effects since 2025 and previously worked in roles at Carbon Biosciences, Children's Hospital of Philadelphia, University of Pennsylvania, and Boston University. Wealth Effects is a nine-advisor team providing discretionary wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, using a combination of fundamental and technical analysis with a primarily long-term investment approach.

Warner Wayne is a financial advisor at Wealth Effects with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services and Winslow, Evans & Crocker. Outside of his advisory role, he serves as the secretary on the executive board of the Great Blue Hills Power Squadron, a safe boating education organization. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, offering portfolios that include stocks, ETFs, mutual funds, bonds, and option contracts.

Charles Pouliot is a financial advisor at Wealth Effects with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Procyon Private Wealth Partners, and Bridgeway Wealth Partners. Outside of advising, he serves as a board member and equity partner at LVXP, LLC, a real estate development company. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, employing a mix of fundamental and technical analysis to guide primarily long-term investment decisions.

Jeffrey Mchale is a financial advisor at Wealth Effects with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Outside of advising, he is licensed as an insurance agent, selling fixed index annuities and term insurance. Wealth Effects is a nine-advisor team that provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to guide investment decisions and manages portfolios including stocks, ETFs, mutual funds, bonds, and option contracts.

William Liberti is a financial advisor at Wealth Effects with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coburn & Meredith Inc for 15 years before joining Wealth Effects in 2021. Outside of his advisory role, he teaches sailing to children and serves as treasurer and board member of the Essex Bay Sailing Club in Essex, Massachusetts. Wealth Effects is a nine-advisor team providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, using a combination of fundamental and technical analysis with a primarily long-term investment approach.

Bernard Katz is a financial advisor at Wealth Effects with Series 63 and Series 65 licenses and four years of industry experience. He previously operated Katz Capital Management for over 30 years and worked as a CPA for more than four decades. Wealth Effects is a nine-advisor firm providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a mix of fundamental and technical analysis with primarily long-term investment strategies and manages portfolios using individual stocks, ETFs, mutual funds, bonds, and options.

Brian Burkhart is a financial advisor at Wealth Effects with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill Lynch, and Managed Account Advisors. Wealth Effects provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm combines personal engagement with portfolio management and retirement-account advice, using a mix of fundamental and technical analysis to guide primarily long-term investment decisions.

Stanton Weissenborn is a financial advisor at Wealth Effects with Series 63 and 65 licenses and 55 years of industry experience. His prior work includes roles at Janney Montgomery Scott and Coburn & Meredith Inc. He serves as a board member of the Stuart Congregational Church, where he reviews and advises on investments. Wealth Effects is a nine-advisor team providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses, managing approximately $406 million across nearly 600 clients. The firm employs a blend of fundamental and technical analysis with a primarily long-term investment approach and operates across seven offices.