Founded in 1970, we strive to meet each client’s individual needs and personal goals.

From instant scheduling to electronic vaults, we work tirelessly to provide clients with innovative tools + resources.

Contact Us

Upcoming Event

Stagflation: What Happens When Inflation and Recession Collide?

Join our human-centric team of tax-integrated* wealth advisors for an exclusive virtual town hall.

July 20, 2022
10:30 PM UTC
Virtual, by Zoom


  • What is stagflation?
  • What happens when inflation and recession collide?
  • What is the state of economics today?

Hosted by

  • Edward G. Sella, CPA/PFS, CFP®
  • Leo D. Martinic, CPA
  • Matthew E. Gilchrist, CPA/PFS, CFP®
  • Rory M. McGlynn, CFP®
  • Jason J. Davis, CFA, CIMA®
  • Elise M. Weinstein, CFP®
  • Bradley P. Lipman, CPA, CFP®


Any opinions are those of the speaker and not necessarily those of SPC or S&M. Expressions of opinion are as of the date and are subject to change without notice. There is no guarantee that the statements, opinions, or forecasts provided will prove to be correct. Please note changes in tax laws + market conditions may occur at any time and could have a substantial impact upon each person’s situation. You should discuss tax or legal matters with the appropriate professional.