Meet Our People
Dreams, Plans, Reality
Who can plan to help you convert your dream into tomorrow's reality?
Turn to Custom Wealth Management - a group of private wealth advisors whose custom management helps their clients toward their financial goals. Putting your needs first, we develop a plan to help you toward achieving your objectives.
John P. EnrightJohn Enright practices a fee-based advisory approach by providing estate, retirement, investment and business owner planning strategies for affluent and high net worth clients across 16 states. He currently maintains offices in Syracuse, New York and Vienna, Virginia. John has consistently achieved Chairman’s Council honors. This achievement is the highest that can be reached by a Financial Planner affiliated with Sagemark Consulting nationally, and is a reflection of John’s dedication to his successful clientele. |
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Richard J. Cooney, ChFC®Dick Cooney is a 1973 graduate of Cornell University, with a Bachelor of Science degree. In 1984, he began his career in financial services as a financial planner with CIGNA Financial Advisors (now Sagemark Consulting) in Buffalo, New York. In 1990 he relocated to manage the Syracuse office. After returning to private practice in 1999, Dick joined John Enright in Custom Wealth Management in 2005.
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Jeremy T. CazaJeremy Caza began his financial services career with Merrill Lynch in 2003 and came to Custom Wealth Management / Sagemark Consulting in 2005. He assists clients by providing estate, retirement, investment and business owner planning strategies from the Syracuse, NY office. |
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