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Serving with Truthfulness, Transparency, and Compassion

Our Clients are Our Family

Legacy Wealth Management is a family-oriented, fee-based wealth management firm with the goal of assisting clients throughout life’s various stages and challenges. Our mission is to serve our clients as trusted advisors, helping them reach their financial goals. We are privileged to have the opportunity to work with many exceptional families, often serving several generations. Formed in Narragansett, Rhode Island, we now have expanded to Florida and Massachusetts.

Our Services

LWM Advisors offers comprehensive financial services. We serve individuals and businesses in all areas of investment planning, including:

Retirement Planning

Helping make the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.

Tax Management

Helping to ensure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Estate Planning

Working with estate-planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

Risk Management

Reviewing existing insurance policies.

Investments

Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.

Employee & Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

Philanthropic Planning

Philanthropic Planning is the strategic process of aligning charitable giving with personal, financial, and legacy goals to maximize the impact on causes one cares about.

Planning for the Bigger Picture

Managing your finances shouldn’t just start and end with retirement planning. Legacy Wealth Management can help you take control and better understand the concepts behind investing, estate planning, and wealth preservation. As a team, our goal is to work with the utmost degree of effort to succeed in wealth appreciation for our clients. By molding advantageous relationships with our clients, we create an environment that is conducive for the growth of client assets and wealth.

Meet The Team

Managing Director

Thomas Bartolomeo, Jr.

Thomas offers a full history of experience in comprehensive financial planning. With 30+ years of experience in the financial services industry, Tom is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and aspirations. His immense experience through the most severe levels of volatility in the market enables him to assist clients in crafting unique portfolios designed towards specific needs and levels of risk tolerance. Thomas is a licensed wealth advisor and is able to provide a variety of financial products and services.

Graduating with a Bachelor of Science Degree in Business Administration from Boston University, Thomas worked for several years as a Branch Manager for Met Life before expanding his career to offer a wider range of financial services. Prior to creating Legacy Wealth Management Advisors in 2012, Tom worked as an advisor for Wachovia Securities and as First Vice President at Morgan Stanley in Providence, Rhode Island.

Thomas’ commitment to delivering high-quality, comprehensive financial advice and portfolio management is only a part of his aspirations. Tom administers scholarships at Bishop Hendricken High School in Warwick, Rhode Island, through the Claire Bartolomeo Scholarship Fund, a scholarship fund that he created in the memory of his mother. Thomas lives in Parkland, Florida. He enjoys fishing, golfing, and various activities his family is involved with.

Chief Analyst

Anthony Bartolomeo, CFP®

As the son of Thomas, Anthony brings his interests and enthusiasm for finance to Legacy Wealth Management. Acting as the Chief Analyst for the firm, Anthony aims to provide quality research and input to the trading strategies of the firm. By offering diligence to Legacy Wealth Management, efficiency for client investments and financial planning has been improved. As a recent graduate of Brown University, Anthony brings an array of new ideas to Legacy Wealth Management Advisors.

Anthony enjoys playing basketball, golfing, and following professional sports. He played on the Club Basketball team for Brown University. In addition to his passion for athletics, Anthony aims to enrich his knowledge in finance and investment management through additional studies. He has obtained his Certified Financial Planner (CFP®) designation to bolster his contributions to Legacy. Anthony has recently become a partner of Legacy Wealth Management Advisors, enhancing the generational investment aspirations of the firm.

Managing Director, Sr. Wealth Advisor

Jorge A. Flores, II, AIF®, CEPA®

Based in Boston, MA, Jorge is a distinguished leader, advisor, investor, and philanthropist with over 20 years in financial services. Specializing in tailored solutions for startup founders, closely- held businesses, and high-net-worth individuals, Jorge excels in investment management, tax strategies, risk management, and comprehensive financial and legacy planning. His decade-long commercial banking background enhances his ability to navigate complex scenarios, earning him a reputation as a trusted advisor.

As a Certified Exit Planning Advisor (CEPA®), Jorge works closely with business owners and entrepreneurs, guiding them towards best-in-class exits. His expertise spans corporate defined contribution plans (401k), executive compensation strategies, and international transactions, ensuring clients receive adept financial counsel as an Accredited Investment Fiduciary (AIF®). Jorge’s commitment to fiduciary best practices and ethical standards instills trust, prioritizing his clients’ financial objectives above all else. He takes pride in crafting personalized strategies that align seamlessly with each client’s unique goals. Jorge has also been featured as an international speaker, recognized as an expert in the field of exit planning, innovation, and entrepreneurship.

Beyond his professional achievements, Jorge volunteers as a Founding Member for HLX+, a national non-profit organization empowering the next generation of talented Latinx professionals. Additionally, Jorge serves on the US Advisory Board of his alma mater, Leysin American School in Switzerland, co-chairing the finance and scholarship committees.

Outside of his wealth management pursuits, Jorge and his wife, Sofia, find joy in an active lifestyle, enjoying tennis, hiking, mountain biking, and exploring international cultures and gastronomy trough travel.

Branch Manager

Joan Wills, J.D.

Joan works diligently and prudently to develop and maintain strong and advantageous relationships with all of our clients. As the Branch Manager of our offices, Joan oversees office management and account matters. With passion, Joan will assist all client needs and act to bring convenience to the client.

After graduating from the University of Rhode Island with a Bachelor of Arts Degree in Political Science, Joan proceeded to earn her Juris Doctor degree from Suffolk University School of Law in Boston, Massachusetts.

For nearly three decades, Joan practiced law in the State of Rhode Island, specializing in estate planning. In addition to serving as an attorney, Joan served for six years as the Probate Judge for the Town of Narragansett, Rhode Island. Her vast experience allows Joan to bring a unique skill set to Legacy Wealth Management.

In 2011, Joan opted to make a significant career change, as she decided to join Thomas’ team at Morgan Stanley as a financial advisor. When the two decided to create Legacy Wealth Management Advisors in 2012, Joan assisted in the move and creation of the new enterprise.

Though Joan moved to Florida when Legacy Wealth Management established its office there, she has recently relocated back to South Kingstown, Rhode Island, where she currently lives with her husband Gene. She enjoys reading, antiquing, and cooking, as well as other relaxing activities. She holds a significant excitement for expanding Legacy Wealth Management within the Northeast and nationally.

Client Service Associate

Debra Holmes-Medeiros

Debra is a Client Service Associate of the Legacy Wealth Management Advisors team. Having 20+ years of experience in marketing, management, and client services, she brings a vital set of tools to the team. Deb manages the day-to-day administration of accounts and responds to client needs. By overseeing and tracking all interactions with clients, Deb’s work assures that no client falls between the cracks and that everyone is treated with proper respect and attention. With Deb’s help, Legacy is able to operate efficiently and offer a very client-friendly day-to-day experience.

For recreation, Deb golfs and kayaks. She lives in Deerfield Beach, Florida, with her husband John.

Investment Advisor Representative

Sandro Gelfusa

Sandro has over two decades of experience in the financial services industry. He is a proficient wealth advisor and takes pride in providing his clients with tailor-made guidance to effectively manage and grow their financial assets. Sandro’s expertise spans across both registered investment advisors (RIA) and broker-dealers. In addition to acting as a financial advisor, Sandro is responsible for a range of pivotal activities, including advising on compliance with all relevant laws, rules, and regulations. He holds a Bachelor of Science in Finance from the University of Massachusetts and an array of professional experiences in financial services. Prior to joining Legacy, he acted as the Chief Operating Officer at Savior Wealth, where he advised on compliance, acquisition targets, managing alternative investments, and other financial products.

Outside of work, he finds joy in family life. Residing in Dedham, Massachusetts, with his wife, Amanda, and their twins, Christian and Ava, they partake in a variety of activities such as Crossfit, traveling, hiking, skiing, and snowboarding.

Wealth Strategist

Jonathan Gassman, CPA/PFS, CFP®, CAP®

Jonathan L. Gassman, CPA/PFS, CFP®, CAP® is a third-generation advisor in wealth management, tax planning, and family office services. He is dedicated to serving C-suite executives, directors, senior professionals, and business owners from Fortune 500 companies to entrepreneurial ventures. Jonathan earned his B.S. and MST degrees from Long Island University/CW Post Center, providing a strong foundation for his client-focused approach.

 

Jonathan is dedicated to his clients’ best interests, offering expertise in estate and income tax planning, executive compensation, and business succession strategies. He combines financial planning, taxation, and philanthropy to create strategies that maximize wealth and minimize tax liabilities for individuals, families, corporations, trusts, and charitable organizations both domestically and internationally.

Jonathan regularly shares his insights at conferences on investment, estate planning, and charitable giving. His involvement with organizations like the AICPA and the Financial Planning Association reflects his commitment to professional excellence and staying current with industry trends.

 

Outside of work, Jonathan enjoys deep-sea fishing, sports, art, photography, baking, travel, and backgammon. These interests reflect his belief in a balanced life, further supporting his dedication to his clients’ financial well-being and peace of mind.

Investment Advisor Representative

Elizabeth Farland

Elizabeth is the newest member of the Legacy Wealth Management Advisors team. She graduated from Emmanuel College in 2019 with a Bachelor of Science in Biology, a minor in Psychology, and earned Distinction in the Field. After completing her degree, Elizabeth worked as a Clinical Research Coordinator at Massachusetts General Hospital in the Division of Cardiology, where she contributed to the development and management of studies related to Cardiovascular Genetics. She then joined Boston Children’s Hospital in the Division of Infectious Diseases, where she led and mentored peers on research projects exploring the regulation of gene expression within a pathogen that infects the lungs of patients with cystic fibrosis.

With a strong foundation in healthcare and science, Elizabeth recognized her growing interest in business and finance, prompting her to pursue a new career path that combines her analytical expertise with financial strategy. Elizabeth earned her Series 65 investment advisor license and now contributes to Legacy’s investment management strategy and assists with the day-to-day operations that support client relations. As a Massachusetts native, Elizabeth is passionate about expanding Legacy’s presence in the Northeast and is committed to offering comprehensive and thoughtful investment advice to her clients and those of Legacy Wealth Management as a whole.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Managing Director, Operations

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Resource Partners

Get In Touch

Do you have questions for LWM Advisors and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.