Stephen Ahern

Stephen P. Ahern, CPA/PFS, CFP®, AEP®, MST provides individual financial, investment, estate and tax planning and small business consulting to a diverse base of clients including key top-level executives, high-net-worth individuals, business owners, venture capitalists, and entrepreneurs. Stephen co-founded and served as President of Wealth Management Advisors, LLC for twenty-one years before joining the Sachetta team.

5 min read

Multi-Generational Wealth Plans: 4 Strategies Beyond Trusts

Stephen Ahern: Aug 06, 2025

This piece explains four legacy-planning moves that go beyond trusts: regular family conversations, tax-timed Roth conversions, liquidity via second-to-die life insurance in an ILIT, and jump-starting the next generation with 529 plans (and new...

Financial Planning Wealth Management

couple outside of home discussing if reverse mortgage is right for them

3 min read

Reverse Mortgages: Why They're Rarely the Right Fit

Stephen Ahern: Jun 27, 2025

Financial Planning

3 min read

Six Considerations Before Buying a Second Home or Vacation Property

Stephen Ahern: Jun 05, 2025

6 Considerations Before Buying a Second Home or Vacation Property

Owning a Second Home

You don’t have to make decisions on your own when it comes to adjusting your wealth portfolio in response to market cycles. A couple walks through a park on an autumn day.

3 min read

How to Manage a Wealth Portfolio Through Market Cycles

Stephen Ahern: Jan 29, 2025

When you can monitor the stock market and your own wealth portfolio 24/7, keeping a big-picture perspective can be tough. Watching as markets rise or...

Wealth Management Wealth Portfolio

Here are some risk management strategies for high earners when it comes to investment management.

3 min read

5 Strategies for Mitigating Investment Risk for High Earners

Stephen Ahern: Dec 19, 2024

High earners have many investment opportunities, which means they’re also vulnerable to investment risks. Anticipating potential drawbacks is part of...

Investing Investment Strategies

folks riding bicycle on their way to book travel advisor

4 min read

Why You Should Use a Travel Advisor and Planner for Your Travel

Stephen Ahern: Jun 28, 2024

Introduction You have worked hard for many years. Maybe your career was life encompassing and you are now retired. Maybe your children are grown and...

Financial Planning

Young couple traveling with a map in the city. Choosing the right investment strategy provides peace of mind.

3 min read

Passive vs. Active Investment Strategies: Choosing The Right Mix of Activities

Stephen Ahern: Jun 24, 2024

Considering passive and active investment strategies is part of building a portfolio you feel comfortable with. The former strategy attempts to...

Investing

3 min read

Value Investing: Principles and Practices for Long-Term Success

Stephen Ahern: Mar 22, 2024

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a famed value investor, recently described the...

Investing

4 min read

How Divorce Changes Your Financial Plans

Stephen Ahern: Dec 08, 2023

For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to revisit plans that you might have thought were set...

Financial Planning Divorce

A dad teaches his young child to ride a bike. She is smiling! Investment vs. speculation

3 min read

Investment vs. Speculation: Understanding Key Differences and Strategies

Stephen Ahern: Aug 04, 2023

Learning to invest is much like learning a new language. A lot of people understand enough about how investing works to get by, but don’t have a deep...

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