Mary Ann joins Aquinas Wealth with an extensive background performing various roles in financial services at both large corporations and small businesses. In recent years, Mary Ann’s focus has been specifically in the wealth management space helping young RIA firms grow and expand. She has a special interest (and found her passion) in helping firms nurture client relationships, promote team development, enhance growth strategies, and develop succession planning tactics.
A Duquesne University graduate, Mary Ann resides in Collier Township with her husband of 35 years. When not found rooting for Pittsburgh sporting teams, they enjoy travelling to visit their 3 grown children and granddaughter whenever possible.
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Financial Advisors Magazine’s to discuss as banking fears grow, advisors keep saying ‘don’t panic’. McMahon shared that in a sense, it’s a case of a few bad apples, “the recent bank failures are not an accurate representation of the financial sector.” To read the full article, please visit: https://bit.ly/3Lti43W
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in MSN discussing 9 signs your retirement is on track. McMahon touches on the importance of retirement account statements, “often these statements will provide additional advice such as performance relative to the market or risk level compared to most folks your age,” he explains. “In short, these quarterly reminders can have a tremendous positive impact on where you may land in retirement. In the hunt for a safe and comfortable retirement your plan statement is gold.” To read the full article, please visit: https://bit.ly/3ZnWT75
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently appeared on Nasdaq TradeTalks to discuss how values-based investing is commonly confused with ESG based investing. He shares, ESG and value-based investing are both born in the same place. They’re born out of compassion, out of help with downtrodden, out of leveling the playing field in some way. What’s happened along the way is ESG has been embraced on a much larger scale, and for people of faith unfortunately it has taken a very dark turn,” says McMahon. “People of faith have driven to reevaluate ‘where I am, take a step back and really moving forward, really better understand that every dollar I invest has an impact, not only on me as an investor but on society as a whole.’” To watch the full interview, please visit the link below or click the thumbnail image: https://www.nasdaq.com/videos/values-based-investing-is-commonly-confused-with-esg-based-investing
Greg Dukes, recently was featured in Financial Advisors Magazine’s where he was interviewed by their editor in a Q&A to discuss bridging personal values and public accountability in investments. Dukes shared that “I don’t think that this is just a trend; I think that this reflects a true desire among investors to align their faith and finances in the long term and disengage from divisive policies or divisive discourse.” To read the full article, please visit: https://bit.ly/3xENrR5
Greg is the Lead Financial Advisor on the West Coast for Aquinas Wealth Advisors, a personal wealth management firm based in Pittsburgh, Pennsylvania. For over 20 years Greg has advised clients in the area of comprehensive financial planning, asset allocation*, retirement planning, estate tax management techniques, agricultural risk management, and Catholic moral investing.
Greg graduated from Cal Poly State University in 2002 with a BS in Agriculture Business, minoring in Wine and Viticulture. He also earned the FSCP® — the Financial Services Certified Professional designation from the American College in King of Prussia, Pennsylvania, in November 2018. In 2022, Greg earned the CLTC® — the Certification for Long-Term Care designation.
Greg is involved in his community; he is a Catechist and serves on the Financial Advisory Board at St. George Melkite Greek Catholic Church. In addition, he is the Administrator of Hill Country School, and is often seen ferrying his kids to Rugby, Basketball, Gymnastics, English Horseback riding, 4-H, and Irish Dancing. He is an Eagle Scout and a 4th Degree Brother Knight in the Knights of Columbus.
Greg and his wife, Sarina, have been married for 16 years (as of 2023). They have seven children, Luke, John, Paul, Lucy, Martha, James, and Peter.
*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in Barron’s Big Q column for financial advisors discussing ‘Here’s How We Can Use ChatGPT’ looking at the way that advisors may begin to start incorporating the technology into their work with clients. Read the full piece here: https://bit.ly/3jN5AZL
Aquinas Wealth Advisors President and CEO, Chris McMahon, recently was featured in U.S. News & World Report to discuss why tax refunds may be smaller in 2023. On its own, losing this tax deduction may not seem like a large loss, but McMahon says it all adds up. “If you’re a mid-income person, these tax changes can be big a deal,” McMahon says. “The mantra has been there are going to be no tax increases on people making less than $400,000.” To read the full article, please visit: https://bit.ly/3Hf4LjW
Faith-based investing is an investment approach that considers both financial and spiritual aspects when making investment decisions. It is a form of ethical investing that takes into account the religious beliefs of the investors when deciding which investments to make. Faith-based investing is growing in popularity as more investors seek to align their investments with their spiritual beliefs. Aquinas Wealth Advisors believe good returns and good values are not mutually exclusive. We are a Catholicbased firm that believes in doing well, both financially and morally. Contact us today!
Identify Your Faith-Based Values
When considering faith-based investing, the first step is to identify your faith-based values. Your faith-based values should guide your investment decisions, so it is important to identify these values before making any investments. This will help you create an investment portfolio that is based on your beliefs and values. We will help you create and grow this portfolio based on both the market, and our faith. Making good returns doesn’t mean you have to give up your moral ground, we mesh the two so you can succeed and feel good about your investments.
Find An Advisor
Once you have identified your faith-based values, you will need to find an investment advisor who is knowledgeable and experienced in faith-based investing. An investment advisor can help you create an investment portfolio that reflects your values and aligns with your financial goals. They can provide advice and guidance on how to invest your money safely and responsibly, taking into account your risk tolerance and long-term objectives. They can also help you select investments that are in line with your faith-based beliefs, such as avoiding companies that produce products or services that conflict with your values. Ultimately, they can help you create an investment plan that is tailored to your specific needs and goals.
Why Choose Faith-Based Investing?
Faith-based investing is an increasingly popular way to invest that takes into account not just the financial aspects of investing, but also the ethical, moral, and social values of the investor. It is an investment strategy that looks to invest in companies and funds that are aligned with the investor’s beliefs and values and thereby provide a way to diversify their portfolio. By investing in companies and funds that are in line with their values, investors can rest assured that their investments are helping to support the causes that they believe in and thus provide peace of mind. This type of investing also has the potential to reduce the risk associated with investments as it is not solely reliant on the financial performance of the investments. Therefore, faith-based investing can be a great way to align your investments with your beliefs and values.
Set Up A Portfolio
Once you have determined what types of investments are acceptable under your faith, you can begin to create your faith-based investment portfolio. You will want to work with an investment advisor who understands your faith and values and can provide guidance on how to create a portfolio that is both financially sound and aligned with your beliefs. Your investment advisor can provide you with information on investments which are in line with your faith, such as socially responsible investing, while helping you to meet your financial goals. They can also provide advice on how to manage your investment portfolio, including diversification and risk management strategies. Finally, they can help you to stay up to date on any changes related to faith-based investing, so that you can make sure your investments remain in line with your beliefs.
Faith-based investing can be a great way to ensure that your investments are in line with your religious beliefs and values. With the help of Aquinas Wealth Advisors, you can create a portfolio that is both financially sound and in line with your religious beliefs. By understanding the different types of investments that are acceptable under your faith, you can create a portfolio that reflects your values and meets your financial goals.
Faith-based investing has grown to become an increasingly popular option for individuals looking to invest their money while also staying true to their beliefs. Aquinas Wealth Advisors are here to help you with faith-based investing. We are Catholic based and want you to put your money in smart and moral companies. Faith-based investing involves investing in companies and organizations that uphold a certain set of ethics and morals that align with the investor’s faith. Contact us today to start investing morally!
What Is Faith-Based Investing
At its core, faith-based investing is a way for people to invest in companies that promote certain values that are important to them. This could be companies that promote sustainable practices, protect the environment, or companies that are “socially responsible”. Faith-based investors want to invest their money in companies that align with their beliefs and values, rather than just investing in whatever company will make them the most profit.
What Is The Process?
When it comes to developing a faith-based investment portfolio, the process is relatively similar to any other type of investing. Investors must first decide what their investment goals and objectives are, and then work with an investment advisor to create a portfolio that fits their goals and values. One of the advantages of working with an investment advisor is that they can help guide the investor to companies that meet their faith-based criteria.
Faith-Based Investing Has Grown Tremendously
The growth of faith-based investing has been driven by a number of factors. One of the key drivers has been the increasing focus on social responsibility and sustainability in the corporate world. Consumers and investors alike are increasingly demanding that businesses be more environmentally conscious and adhere to certain ethical and moral standards. This has led to a greater demand for companies that meet these criteria, which has in turn created a greater demand for faith-based investing.
Rise Of Technology
In addition to the growth of social responsibility and sustainability, the rise of technology has also enabled faith-based investing to become more accessible. Online investment platforms have made it easier for investors to quickly compare and research different companies that meet their criteria. This has made the process of creating a faith-based investment portfolio much simpler and more efficient.
Overall, faith-based investing has seen significant growth over the past few years. As an increasing number of people prioritize their values and beliefs over profit when it comes to investing, the options for faith-based investing have grown significantly. Aquinas Wealth Advisors is here to get you smartly investing, in a way that works with your personal beliefs. Contact us now!