Experience

Makes all the difference

We are committed to delivering advice and solutions that are based on a deep understanding of our clients' needs and informed by our strong thought leadership, research expertise and knowledge of the markets and investing landscape. Of note, our proprietary research on securities is a key differentiator that is essential to providing high-conviction recommendations that are in our clients' best interest.

Our goal is to understand your values and what you want to accomplish-what’s important to you. This is essential to how we work together.

We strive to provide you with relevant information and suitable options, so you can make informed decisions that create better outcomes for you and your family.

James Negrelli

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • DC
  • DE
  • FL
  • IL
  • IN
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • SC
  • VA
  • WV
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Debora Venzor, CDFA

Financial Advisor

We focus our practice on working with individuals going through a divorce and providing clarity on the financial issues that arise during and after divorce. We understand that divorce or separation presents an emotional challenge and may create anxiety about maintaining lifestyle and financial goals. We work efficiently with you and your team of advisors, including your attorney, paralegal, accountant, and mediator to provide the tools that can help determine the best long-term settlement for you. Understanding your finances is the most critical step in moving forward in your new life of confidence and  independence and we are here to help you excel every step of the way.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • VA
  • WV

Credentials

  • Certified Divorce Financial Analyst
  • Chartered SRI Counselor℠

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Women investors
Sustainable investing
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

Julianne "Julie" Przeszlo

Senior Client Associate

Registered States:
  • FL
  • OH
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me