Skip to main content

An experienced, holistic and efficient approach to wealth management – delivered from two cities.

From our offices in Chicago and Radnor, PA we serve over 450 families and institutions with our team of:

  • Five MBAs from The Wharton School at the University of Pennsylvania (2), University of Chicago (2), and Villanova University (1)
  • One of 2025 Barron's Top 250 Private Wealth Management Teams2
  • One of Forbes 2024-2026 Best-in-State Wealth Management Teams3
  • Two of Barron's Top 1,200 Financial Advisors in the United States for Jay Beaulieu4 2017-2026, and Dave Tracy4 2018-2020.
  • Two of Forbes 2020-2026 Best-in-State Wealth Advisors. Jay Beaulieu (PA)5, Dave Tracy (IL)5
  • One of Forbes 2022-2024 Top Next-Gen Wealth Advisors Best-in-State, Jen Guarino (PA)7
  • One of Forbes 2023-2026 Top Women Wealth Advisors Best-in-State, Jen Guarino (PA)8
  • More than 28 years' experience since the team's inception
  • Over $5.2 billion in client assets as of July, 2026
  • Eight experienced client associates and a 99% client-retention rate

Disclosures


1 Dave Tracy and Kelly Priess are University of Chicago MBAs, Jay Beaulieu and Chris Adams are Wharton School MBAs and Jen Guarino has a Villanova MBA.
2 2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. Review Award Disclosures. 
4 2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). The Barron's Top 1,500 Financial Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024. 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron’s based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron’s based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron’s based on the time period from Oct. 2018 - Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron’s based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron’s based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016.
5 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19.
6 Not currently practicing.
7 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22.
8 2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22.
  View award disclosures