When life calls for a greater degree of guidance


While it is always prudent to have the professional guidance of a highly experienced financial team, there are specific times in life when it is absolutely essential – significant transitions such as the sale of a business, conversion of corporate stock to retirement income, or receiving a family inheritance.

If you are approaching a significant transition in your life, we’re exceptionally capable of positioning you to be well prepared.

There are complex needs that require the deeper guidance of a veteran team. At SSG Executive Advisory Group, our goal is to help you confidently move to the next phase of your life and enjoy the well-earned lifestyle you have worked so hard to achieve.

Comprehensive Planning

We develop a comprehensive plan to help mitigate risks, implement an action plan, facilitate all the necessary steps, and provide ongoing management and monitoring.

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Get to know Our Team

Todd Sherman
Todd L. Sherman, CPWA®, CIMA®, AIF®
Private Wealth Advisor
Michael Francisco
Michael Francisco, CPWA®, CEPA
Senior Vice President
Brian Baskin
Brian Baskin, CFP®, AIF®, CEPA
Senior Financial Planning Consultant Accredited Investment Fiduciary®, Certified Exit Planning Advisor
Carla Garistina
Carla Garistina
Senior Registered Client Service Associate
Wendy Werner
Wendy Werner
Client Service Associate
Aishleen Tobolski
Aishleen Tobolski
Practice Marketing Associate
Lauren Maiale
Lauren Maiale
Senior Marketing Associate
Jacob Snover Bio Headshot
Jacob Snover
Investment Portfolio Associate

Working with us

We employ wealth management and risk management tactics to enable participation in up markets while attempting to limit exposure to down markets. We also employ a disciplined and intensive client service model, so our clients always know when we are calling and can anticipate hearing from us on a regular time schedule.

How We Help

There are many different financial disciplines that encompass a wealth management plan specific and relevant to your individual situation. We consider them all, from managing and preserving your wealth, to leaving a legacy.

Our Process and Strategies

We create tailored investment strategies and manage them on a discretionary basis. We develop an investment program defining the initial asset allocation, investment process, risk management, and communication and review strategy.
“Our comprehensive planning approach helps to ensure that all pertinent areas of your financial life are thoroughly addressed.”
Todd L. Sherman, CPWA®, CIMA®, AIF® Senior Vice President, Investments, Managing Director

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