JENIFFER TRETINA NELSON “I once had a client visit my office after her husband died suddenly, and ask if she was going to be eating cat food,” says Jennifer. “Assisting people with their financial security, or helping them navigate complex life transitions with confidence and dignity is a large part of this work.” Jennifer Tretina Nelson’s introduction to wealth planning came at the age of 18 when she read David Chilton’s The Wealthy Barber. “My mom gave it to me, and I was able to...

RALPH SACCO “Understanding the forces that drive markets and influence decision-making at the highest levels is what initially drew me to the investment world. It’s not just about numbers—it's about interpreting the signals, anticipating shifts and helping others navigate complexity to build lasting value." With 36 years of experience in the financial services industry, Ralph Sacco, Executive Consultant with IG Wealth Management , has navigated some of the most significant market cycles—from...

IRENE VASSALO "We don’t just manage investments… we act as navigators, confidantes, and strategic partners in good times and hard times." What comes to mind when you hear the word “legacy”? Is it merely financial: what money or property you leave behind in your will? Or is it something more meaningful, something with lasting impact? The desire to leave a lasting impact is the everyday driving force behind Irene Vassalo and her team at Vassalo & Associates Private Wealth Management . Wanting...