Angela P. Vahue
Wealth Management Advisor & Financial Specialist
Charles Bearce, LUTCF, CLTC
Director of Client Relations, Managing Associate and Financial Advisor
Daniel Schlein, MBA, RICP®
Financial Representative
Jeffrey Santillo
Business Development Associate & Financial Specialist
Jonathan "Jay" Berube CIMA®
Director of Wealth Management
Joseph Bevilacqua
Business Development Associate
Matthew Pennell
Business Development Associate
Nicholas Chiera
Business Development Associate
Robert Powalski, III, CFP
Financial Specialist
Dwight Moldenhauer, INC
As of 2021, Egon Moldenhauer has taken over as principal and team lead of Dwight Moldenhauer Inc. While Dwight is looking forward to this next chapter, he still remains deeply involved with the high level operations of DMI, and acts as an Advanced Planning consultant on complex cases.
Founded in 1999, Dwight Moldenhauer Inc grew out of the many years of working with business owners and their key employees and hearing them express time and time again their needs, fears and desires. Business owners, for the most part, recognize that their success often came at the expense of their personal asset creation and wealth protection. Their largest asset is typically their company but their personal wealth accumulation needs and family protection outside of the company also need attention. These same business owners recognize that their key talent was and continues to be important to their success and they recognize that they will be critical to their succession plans.
Traditional benefits don’t provide the incentive to reward and retain the loyalty of these key people. Selective Executive Benefit Plans provide unique opportunities to help the business owner with these critically important business strategies.
For many years we have learned from key employees of successful companies what really matters to them. Typically it’s protecting their family’s income in the event something happens to them and an opportunity to build retirement funds. But in the absence of these benefits, it is a rare individual that won’t move on to a better offer at another company. Well designed benefits can provide true value that is targeted and selective and provide the business owner with current and future flexibility.
It is rewarding to work with companies that are committed to success. They enrich the lives of their employees and the very fabric of our community.
Lutz & Associates
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
Miller Hall Financial
Starboard Wealth Strategies
Starboard Wealth Strategies exists to educate and empower open minded people to make confident financial decisions through a personalized, tailored approach providing them with an enhanced experience of life.
Over the years it has become evident that at no level of education are we ever truly equipped with the proper tools, process, or steps to reach financial independence. And too often it has been discovered that people are left with uncertainty, doubt or even fear around their future.
Your journey to financial freedom and maximizing your potential begins with a single step, a conversation. A conversation to identify what you really want in life, what steps you are currently taking, and discovering what variables could get in the way or what opportunities exist. A proactive approach can go a long way.
By partnering with Starboard Wealth Strategies, you will gain a partner who will bring knowledge, experience, and a strategy to apply it, for your specific situation. Our collaborative, macro-economic philosophy can create a roadmap to success as you define it, leading to security, confidence, and clarity.
If you are ready to take life by the reigns and create the future you want, or if you simply want to see what there is to learn, schedule a conversation. We look forward to speaking with you.
Wholistic Wealth
With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.