FWAC MEMBERS
WANT TO JOIN FWAC AS A MEMBER?
Find out more about the FWAC membership criteria and process, including our ideal new member profile.
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CALIFORNIA
Chuck Bowes
Waypoint Wealth Partners
1 Belvedere Place, Suite 200
Mill Valley, CA 94941
Telephone: (877) 768-4802
chuck@waypointwp.com
www.waypointwp.com
Stefan Prvanov
Blankinship & Foster LLC
420 Stevens Avenue, Suite 250
Solana Beach, CA 92075
Telephone: (858) 755-5166
prvanov@bfadvisers.com
www.bfadvisors.com
ILLINOIS
Sharon Allen
Sterling Wealth Management
301 North Neil Street, Suite 203
Champaign, IL 61820
Telephone: (217) 398-1900 or toll free (855) 398-1900
sharon@sterlingwealthmanagement.com
www.sterlingwealthmanagement.com
Jim Weil, CFP®, CIMA®
Private Vista, LLC
2211 York Road, Suite 310
Oak Brook, IL 60523
Telephone: (630) 455-0600
jweil@myprivatevista.com
www.myprivatevista.com
INDIANA & MICHIGAN
Rod Coleman
SYM Financial Advisors
Headquarters: Winona Lake, IN
801 Park Avenue
Winona Lake, IN 46590
Telephone: (574) 267-2300
Midland, MI Office
414 Townsend Street, Suite 202
Midland, MI 48640
Telephone: (989) 631-0244
Fort Wayne, IN Office
7030 Pointe Inverness Way, Suite 100
Fort Wayne, IN 46804
Telephone: (574) 267-2300
Indianapolis, IN Office
9100 Keystone Crossing, Suite 560
Indianapolis, IN 46240
Telephone: (317) 848-2180
Mishawaka, IN Office
4215 Edison Lakes Pkwy, Suite 320
Mishawaka, IN 46545
Telephone: (574) 287-0035
info@sym.com
www.sym.com
MASSACHUSETTS
Kristine Porcaro
Lexington Wealth Management
12 Waltham St, Second Floor
Lexington, MA 02421
Telephone: (781) 860-7745
kristine.porcaro@LexingtonWealth.com
www.empower-women.com
www.lexingtonwealth.com
NORTH CAROLINA
Dennis Stearns
Stearns Financial Services Group
Triad Office
324 West Wendover Avenue, Suite 204
Greensboro, NC. 27408
Chapel Hill Office
1414 Raleigh Road, Suite 110
Chapel Hill, NC 27517
Telephone: (800) 881-SFSG (7374)
dstearns@StearnsFinancial.com
www.StearnsFinancial.com
John Thomas
Stearns Financial Services Group
Triad Office
324 West Wendover Avenue, Suite 204
Greensboro, NC. 27408
Chapel Hill Office
1414 Raleigh Road, Suite 110
Chapel Hill, NC 27517
Telephone: (800) 881-SFSG (7374)
jthomas@StearnsFinancial.com
www.StearnsFinancial.com
VIRGINIA & ILLINOIS
Eileen O’Connor
Hemington Wealth Management
7651 Leesburg Pike
Falls Church, VA 22043
Telephone: (703) 828-2479
Chicago, IL Office
150 S. Wacker, Suite 2400
Chicago, IL 60606
Telephone: (312) 757-5339
eileen.oconnor@hemingtonwm.com
www.hemingtonwm.com
WASHINGTON
Anne Marie Stonich
Coldstream Wealth Management
7900 SE 28th Street, Suite 204
Mercer Island, WA 98040
Telephone: (206) 466-6200
annemarie.stonich@coldstream.com
www.coldstream.com
FWAC Members
FWAC members are carefully vetted to ensure only advisors with long track records of success in serving the affluent client are admitted.
If you or your firm has an interest in joining the Family Wealth Advisors Council, please contact us for consideration.
