Experience more. Worry less.
Ready for what’s next?
You’ve worked hard. You’ve saved diligently. Now you’re ready to put your money to work for you, not the other way around. Let’s get started.
We’re Providers & Families Wealth Management.
We’re an experienced, independent, husband-and-wife team, and we’re fiduciaries - legally obligated to put your best interest first. Our goal is to be your trusted partner to and through retirement, so you can experience more and worry less.
We’re here for two reasons: to help you avoid mistakes, and to help you avoid making permanent decisions without understanding the consequences.
In other words, we’re here to help you retire with confidence.
Meet the Team
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Scot Whiskeyman, CFP®
Partner & Advisor
Scot has been working with pre-retirees since 2011. He has helped countless individuals and couples transition to work-free and work-optional lifestyles with the confidence and peace of mind to enjoy what they’ve worked so hard for. His goal is to provide a professional, but warm and empathetic approach to your entire financial situation, accounting for risks and obstacles that might not be completely obvious.
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Lindsey Ciarrocca, CMC (Certified Money Coach)
Partner & Advisor
Lindsey as been working with pre-retirees since 2016. A certified money coach, Lindsey’s goal is to help retirees feel confident, comfortable, and safe as they transition from accumulating retirement funds to enjoying them in a meaningful, fulfilling, purpose-driven way.
Our Approach
Retirement planning can be thought of as a series of one-way doors. Each year, there are savings opportunities, tax-savings opportunities, and investment opportunities that get missed by pre-retirees and retirees alike.
Through our SECURE planning process, we’ll help you get organized, get a clear perspective on where you are and where you’re going, and help you adjust and sustain throughout your retirement - so that you’re better positioned for long-term success.
Fees to Work with Us
Fiduciary advice. Transparent, easy-to-understand fees.
Individuals
$4,500/yr
Couples
$5,400/yr
+$2,000 one-time initiation fee, reflecting initial intensity.
+
1.00%/yr*
On investments we manage for you.
*Excludes fund fees, which vary based depending on actual funds utilized.
Providers & Families has a $500,000 investment minimum. Exceptions made at owners’ discretion.
See our Form ADV for breakpoints and more information.
Two sets of ears.
Two unique perspectives on your financial goals.
Over two decades of combined experience.
One commitment: you.
