About - Aquinas Wealth Advisors, LLC

ABOUT AQUINAS WEALTH ADVISORS

Invest in the Good.

We believe all Catholics can save for retirement and grow their wealth while staying true to their Catholic Faith.

We’re on a mission to align our client's portfolios with their Catholic values.

Key Team Members

Christopher McMahon 
President & CEO

Gregory R. Dukes
Senior Vice President

Megan Petruska
Vice President & COO

Will McMahon
Chief Equity Strategist

Nathan Fulkman
Financial Advisor

Jack McMahon
Financial Advisor

Sonny DeMasi
Client Service Associate

Tyler Howells
Client Service Associate

Emily Ryhal
Office Administrator

A Catholic Vision of Moral Clarity

Aquinas Wealth Advisors℠ is inspired by the legacy of Saint Thomas Aquinas, perhaps the greatest philosopher and theologian in history, who bridged massively influential classical Greco-Roman cultural foundations with the completeness, depth, and divine inspiration of Christianity.

A Saint and Doctor of the Church, Aquinas’ achievements laid the foundation for modern Western Civilization and its bulwark professional disciplines, including the first practitioners of what we would recognize as financial services in late Renaissance Europe. Aquinas’ vision, genius, and moral clarity are at the core of our firm’s identity and purpose.

We strive for nothing less than congruence with Catholic moral teaching, and we settle for nothing less than solid returns. Drawing from our knowledge and experience gained over decades of achievement in wealth management, we expect that our values-aligned investment strategies will yield competitive returns.

Create your Legacy

What is a Faith and Finance Score?

We provide investors with a Faith & Finance Score, grading their existing portfolios based on moral concerns. We offer this analysis free of charge so everyone can know exactly what their money is funding. Your hard work, prudence, and restraint will be allocated in a manner that seeks to minimize exposure to investments that contradict your deepest-held beliefs.

Discover Your FREE Score Today!

We’ll run our proprietary analysis on your portfolio to see how close you are to supporting businesses that you believe in.

Take the Analysis →

Behind Our Core Values

Aquinas’ Advisory Board is comprised of leading lay, consecrated, and religious leaders throughout the United States.

Each member’s perspective has been created through years of service in advancing Christ’s teachings.

The board is an invaluable resource who continually assesses and strengthens our processes.

Bishop Frank J. Caggiano 
Bishop of Bridgeport, Connecticut

Bishop Joseph L. Coffey
Auxiliary Bishop for the Archdiocese for the Military Services, USA

Stephen Henley
President, Legatus International

Most Reverend Salvatore J. Cordileone
Archbishop of San Francisco

FR. Tom Kunz, JCD
Canon Lawyer and Advisor

Sr. Mary Gabriel
Sisters of Life and Advisor

Mr. John Knowles
Advisor

Mr. Conrad York
Advisor