Overcoming obstacles to achieve financial success.


Conshohocken Office

181 Washington St.
Six Tower Bridge, Suite 500
Conshohocken, PA 19428
Office: 484-530-2852
Fax: 484-530-2842

Boston Office

75 State Street
Suite 1700
Boston, MA 02109
Office: 617-725-1701
Fax: 617-725-1777

 

Welcome to our practice

We provide first class wealth management and personal service to every client, while maintaining a level of integrity and trust that is essential in today’s economic environment.

Investment philosophy / mission statement

Our practice is committed to helping provide financial peace of mind to their clients, which is accomplished through a disciplined approach to accumulating, managing, and preserving wealth.We personally customize comprehensive wealth management strategies unique to each client’s individual needs. We believe that financial success stems from professionalism, hard work, and honesty, all of which are encompassed in our commitment to building a strong, long-term relationship with our clients while placing their best interests first. The foundation of the relationship must be built on understanding and achieving the client’s financial objectives and life-long goals.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, Contact Us.

Meet the team

Learn more about Steeplechase Wealth Consulting Group

Steeplechase Wealth Consulting Group

Trevor Johnson

Senior Vice President - Financial Advisor, Consulting Group

Brian Russo

First Vice President - Financial Advisor

Kim Brennan

Investment Associate

James Sinnott, CFP®

Investment Associate

Latest Insights

U.S. equity rally: Is this the start of something bigger?

Is this a fleeting acceleration, or do equities have the right stuff to see them through any potential choppiness and facilitate a further advance?

Read more