A.G. Newcomb and Company

by | Aug 28, 2018 | What people are saying

“Tom not only provides his clients with over three decades of specialized knowledge in the wealth management business, but with skills necessary to successfully guide these valuable business lines through the cultural changes needed to integrate and streamline sales,...

First Virginia Community Bank

by | Aug 28, 2018 | What people are saying

“Tom was the first investment advisor I met that I did not consider an ‘itinerant money salesman’. He and his team came in and took ownership of developing mutually rewarding relationships with the commercial lenders. He understands the sanctity of the...

Mainstay Consulting

by | Aug 28, 2018 | What people are saying

“Tom Kane is a great resource for those needing advice and guidance on the success of wealth management organizations at financial services firms. His hands-on experience in working in several wealth management groups in senior positions gives Tom unique insights into...

New York Private Bank and Trust

by | Aug 28, 2018 | What people are saying

“Tom and I have worked together on a number of mutual client relationships over the years, where Tom served in a consulting role. I have heard Tom speak at conferences and have seen the output of his financial services consulting work, and on both points, Tom is a...

Riggs Financial

by | Aug 28, 2018 | What people are saying

“Tom worked with our broker dealer at Riggs Bank on a new marketing approach. He got results and we were very pleased with the work that Tom performed for us.” —Henry Morneault COO Source Financial Advisors (Former CFO Riggs Financial)

Midwest Heritage Bank

by | Aug 28, 2018 | What people are saying

“Tom helped us acquire an independent advisor’s practice, performing valuation and other important work to ensure all parties reached a satisfactory agreement. He then led our work in selecting a new broker-dealer and negotiating the most favorable contract...