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Our Team
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Our ultimate goal is to help remove some of the complexity from preparing for retirement so that our clients have an opportunity to enjoy it, with some financial peace of mind.
AL SHEMTOB
Al’s career in the Financial Service industry began in the late 1970’s and has spanned a period of more than 35 years. During that time he has held executive positions within the investment services, investment management, and retirement services industry.
He was an Executive Vice President of ICH Companies, a holding Company that owned several financial service companies including Philadelphia Life, Bankers Life and Casualty, and Great Southern. During his tenure he oversaw the introduction of Universal Life Insurance products, was a leading force in the creation of the Agent Owned reinsurance company concept, and pioneered the use of other financial products in the retirement income area.
He later served as an Executive for the Bisys Group, Inc where he was President of Bisys Retirement Services and also oversaw the Bisys Mutual Fund Service Division. Bisys Retirement Services was an early leader in the creation of 401(k) plans. Bisys provided investment, record keeping and administrative services to nearly one million 401(k) plan participants across the United States. The Mutual Fund Service Division provided administration, and distribution services to more than $50 billion dollars of mutual fund assets for many of the nation’s leading banks.
More recently he served as Director of Retirement Services for WisdomTree Asset Management, an innovative provider of Exchange Traded (ETF) Funds. He was instrumental in the introduction and inclusion of ETF’s in both retirement plans and non- qualified portfolios.
His extensive background in the mutual fund, insurance, retirement service, and investment management business allow him to offer a unique perspective to his clients. He has served on multiple boards and committees in the retirement service industry and has been a frequent speaker to both insurance and advisor groups.
He is an attorney and a member of the Pennsylvania Bar. He is currently a Managing Member of Capital Wealth Associates, LLC, a Registered Investment Advisory firm that concentrates on wealth management services and solutions.
TONY SARRIS
Tony began his career in the financial and retirement services industry in 1982, working part time in the family business through high school and college. He completed his Bachelor of Science Degree at LaSalle University with a major in Accounting.
With 25 years of experience, his services include wealth preservation and wealth transfer strategies, retirement income planning strategies, estate preservation strategies, philanthropic giving, and business succession planning strategies through the use of various insurance products.
He co-authored a book entitled Exit Smiling . . . and Pay No Estate Taxes into the Next Millennium.
He has frequently been a featured speaker in the areas of retirement planning, advanced estate planning and tax reduction strategies to various groups of individuals and professionals.
Today, his primary focus is to assist his clients in establishing their long-term goals and to develop retirement and financial strategies that they understand. He believes a well-informed client who fully understands all the issues relating to preparing for retirement will be able to make the best decisions in order to preserve his or her wealth.
He also has been a member of The Million Dollar Round Table and The Top of the Table.
Tony has been married to his lovely wife, Toni, for 18 years. They have two sons, Joey and Nicholas.
"Building Wealth To Last A Lifetime."