For Decisions That Shape Decades

A wealth management advisory firm for those building their future and the advisors who guide them. One team. Fully aligned.

Start hereLet’s Talk About What You’re Building

background image
Wealth Strategy

A comprehensive plan built around your life by your advisor, aligning your goals, values, and finances into one clear direction.

Investment Management

One strategy, executed with a team behind it. Your advisor leads portfolio decisions alongside our in-house investment strategists.

Continuity + Legacy

Beneficiaries, trusts, and tax-efficient transfers shaped by the advisor who already knows your full financial picture, coordinated across the right experts.

Independent firm. Fiduciary advisors. Contact us for a complimentary review.Let’s Talk About What You’re Buildingicon

Meet Your Team

Elevated back office, in-house tech, specialized advisors, and wealth strategists working as one is our ethos for elevating wealth investing.

  • Ramona Bellard, Operations Specialist
  • Eric Maniaci, Senior Financial Advisor
  • Jeff Feinendegen, Chief Executive Officer
  • Bob Philpott, Senior Financial Planner
  • Jaime Lewis, Financial Advisor
  • Armando Fernandez, Private Wealth Consultant
  • Patrick Doyle, Financial Advisor
  • Robert James, SVP, Advisor Support
  • Jonathan Vila, Wealth Advisor
  • Andy Holt, Financial Advisor
  • John Graham, Wealth Advisor
  • Chris Hassell, Wealth Advisor
  • Casey Rooney, Operations Specialist
  • Jeff Hughes, Chief Development Officer
  • Ashton Medina, Wealth Advisor
  • Miranda O'Keefe, Chief Compliance Officer
Join Us

We give advisors more time with clients. Are you an advisor wanting a strong system behind your practice?Freedom, with a foundation.icon

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and other advisory services offered LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice offered through TSFG, LLC, a Registered Investment Advisor. 15 Wealth and TSFG, LLC are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NE, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.

ADV Part 3 | Relationship Summary

15 Wealth © 2026. All rights reserved.

BrokerCheck by FINRA