PHILADELPHIA – November 21, 2024 – Good Life Companies (Good Life), a leading RIA firm and partner to entrepreneurially-minded independent financial advisors nationwide, today announced that five advisors comprising three practices have joined Good Life. The three practices share an office in Sewickley, Pa., and combined, the advisors reported having served approximately $280M of client assets. They join Good Life from Cetera.
The advisors include John W. Sinclair II, Sewickley Wealth Management; Karen M. Bostick, AIF®, Transitions Wealth Management; James R. Greno Jr., Anthony J. Harris, CFP®, and Robert J. Quarture, III, CFP®, all of Compass Wealth Management.
The advisors maintain three distinct practices, each serving a unique client segment. The advisors collaborate as a group to share ideas and resources, helping them deepen their support to clients and productively manage their small businesses.
Bostick became a financial advisor in 2001 and founded Transitions Wealth Management in 2014 with Client Service Specialist Christine Paul. They serve individuals and small business owners with financial planning services and help them navigate complex pre- and post-retirement transitions.
“As independent advisors, we all really like what we do,” Bostick said. “I get that feeling from Good Life. They understand that every advisor and every business is different, and they meet challenges head on. We value accountability and expect that from our partners as well. We’re excited about the opportunities ahead for our business.”
Sinclair of Sewickley Wealth Management has nearly 20 years of experience, and he has been independent for about half of that time. He said, “After careful consideration, I determined that LPL was the ideal place to launch the next chapter of my career in wealth management. Aligning with the supported independence model of Good Life enables me to be part of a dynamic team and streamline access to the resources and support needed to grow my business and better serve my clients.”
The Compass Wealth Management advisor team of Greno, Harris and Quarture has over 70 years of combined experience. The practice also includes Andrew A. Koch III, Director of Business Operations, and Sue Paulson, Administrative Associate. Harris said, “By joining Good Life and LPL Financial, we are part of a network that prioritizes making a positive impact on the lives of individuals and families across the country.”
Conor Delaney, founder and CEO of Good Life, said, “We are proud to welcome the Sewickley-based group of advisors and business owners to our Good Life community. Our support model is designed to help them in their roles as fiduciaries and as CEOs of their small businesses. Advisors need the infrastructure and resources to serve the growing demand for personalized advice. They also need access to guidance and resources as business owners to be able to build what will likely become their greatest asset. We are a thought partner and an activator for their businesses. We look forward to helping them tap into the possibilities.”