What Clients Say

We’re honored to walk alongside clients through retirement and major financial transitions. The notes below reflect the experiences of families we’ve had the privilege to serve across different seasons of life. 

Nearing & Entering Retirement

"I thought of investing my retirement money based on the Church's moral teachings a while. Then, I got to know Will through his LinkedIn posts. His investment strategies based on Catholic values interested me. I made an appointment to discuss my finances with Will and grew in confidence. And they also were available to answer our other financial questions such as how to best pay for our children's college tuitions. I highly recommend them if you are considering investing money based on Catholic moral values. 

Dennis & Soon-Young — Idaho

“Will has been a wonderful financial advisor to work with. Like many, I am not very educated with financial planning. Will explained things in a clear and concise way that I could understand. He is helpful and resourceful.”

Denise — Michigan

Mid-Career & Building

“We've worked with Will, Matt Piedimonte and team for the last year and a half. Will is responsive and knowledgeable - but most importantly, he leads with his faith and it permeates his work. Highly recommend for Catholics looking for professional financial advice!”

William & Katharina — Idaho

"My goals included optimizing my investment portfolio, preparing for future milestones and gaining a better understanding of my financial health. From the state, Will good the time to understand my unique situation and challenges. We discussed everything from budgeting and retirement planning to risk tolerance and market trends. He asked thoughtful questions and listened carefully, which made me feel confident that my goals were being prioritized.

Throughout the process, Will provided tailored recommendations and broke down complex concepts into manageable steps. His proactive communication and transparency helped build trust and made the experience collaborative and empowering.

One aspect I especially appreciated was Will’s grounding Catholic values. His approach reflected integrity, stewardship, and a genuine concern for aligning financial decisions with personal beliefs, which added a meaningful layer to our conversations and planning. The outcome has been incredibly positive. I now feel more in control of my financial future and have a clear roadmap to follow.  Working with Will has been both reassuring and productive, and I truly appreciate his experience, values, and dedication."

Luke — Minnesota

“Working with Will was a super smooth process and experience! One of my biggest concerns with my finances was making sure I was investing through the lens of our Catholic social teaching. Would totally recommend working with Will!"

Christine — California 

Young Family & Starting Out

“After getting married in December 2024, my husband and I were looking for advice in consolidating our finances and establishing a solid financial foundation that did not compromise our Catholic values. I stumbled across Will's LinkedIn profile, reached out, and he has now been advising us for the better part of a year. We have since fine-tuned our retirement savings strategy, bought a home, and are currently preparing(financially and otherwise) for the birth of our first child.  The education and advice that Will has provided us thus far has helped us immensely in establishing a plan for these new stages of life and we look forward to working with him as the years go on. Thanks, Will!”

Autumn & Lam — California

“My young family and I reached the point in our marriage where professional help was needed to see our macro financial picture across the coming decades… I was recommended to book a consultation with Will, and it has been the best decision my wife and I have made. During our initial consultations, Will explored our long term goals, ‘what keeps us up at night’, and to make sure that we would be a great fit for each other when it came to his professional services.  One year later, we have been able to action many of Will's recommendations and feel secure knowing that our future can be what we want it to be. I highly recommend working with Will and the calm, steady hand he brings to advising his clients.”

John & Rachel — Florida

Testimonial Disclosure

The quoted statements have been voluntarily offered by the provider cited who is a current or former investment advisory client of the named investment advisor representative. These statements reflect individual opinions and experiences and do not indicate or suggest broad suitability of any investment/financial advice or the advisability or potential performance of any investment, investment strategy, or financial product or service, nor should they be relied upon as bases for any financial decision. Equitable Advisors, LLC and its affiliates do not guarantee the accuracy or applicability of the information included in any client statements or testimonials. AGE-8687669.1(5/26)(Exp5/30)