Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Three generations in front yard

Roy Cashion III

Vice President–Wealth Management

Personal & Community

  • Four years served in the U.S. Navy
  • Member of Rotary International, Moriches, NY
  • Volunteer for various community projects
  • Volunteer at camp Pa-Qua-Tuck for mentally and physically challenged children
  • Member Hampton Bays Chamber of Commerce, Hampton Bays, NY
Registered States:
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • MA
  • MD
  • NJ
  • NV
  • NY
  • PA
  • RI
  • TX

Education

  • B.A. Political Economics, Long Island University
  • Postgraduate, Secondary Education Credentials, Chapman University
8 Main Street
Southampton, NY 11968
  • (631) 287-5841

Email Me

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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