Blog

Blog

Michael Denti, CIMA®

Drawing on the experience gained from over 40 years as a finance and capital markets professional, Michael provides advice and guidance to the Advisors and clients of Advocus. Michael specializes in high-level sourcing and structuring to help uncover best-in-class opportunities and solutions for Advocus’ customized portfolio offering. Prior to joining Advocus, Michael enjoyed a successful […]

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Dewy Adolph

Attentive and thorough, Dewy is responsible for supporting the Advisors with their high-net-worth clients and their daily needs. He uses high touch service skills to focus on maintaining relationships through ongoing planning, analysis, and implementation, as well as partnering with the Advisors to onboard new clients. Prior to joining Advocus, Dewy was an analyst at […]

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Charles Robinson, MS

Bringing over 15 years of experience, Charlie specializes in advising high net worth investors on cash flow, risk management, tax planning, investment management and estate planning. He is especially focused on building unparalleled, personal relationships with clients to best help them define, navigate, preserve, and optimize a comprehensive wealth management plan. Charles was associated with […]

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Matthew Anderson, CFP®, CPWA®

Providing customized advice, Matthew provides holistic guidance to help clients gain confidence and comfort in evaluating financial decisions relative to their personal preferences and goals. He tailors advice to strategically navigate a broad array of opportunities and complexities associated with significant wealth. Matthew strives to empower clients to be informed, capable stewards of their wealth […]

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Steve Vujevich

Working closely with professional athletes, entrepreneurs, corporate executives and other individuals with complex financial situations, Steve helps clients discern the challenges and capitalize on the opportunities that can accompany significant wealth. He brings the knowledge and insight gained from advising an accomplished clientele, helping them make informed decisions about all aspects of their wealth. Steve […]

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