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.

3 min read

How to Manage a Wealth Portfolio Through Market Cycles

Picture of Stephen Ahern 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 fall can make investors anxious to act. Either to capitalize on a lucrative opportunity, or to get...

Wealth Management Wealth Portfolio
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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

Picture of Stephen Ahern Stephen Ahern: Dec 19, 2024

High earners have many investment opportunities, which means they’re also vulnerable to investment...

Investing Investment Strategies
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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

Picture of Stephen Ahern Stephen Ahern: Jun 28, 2024

Introduction You have worked hard for many years. Maybe your career was life encompassing and you...

Financial Planning
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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

Picture of Stephen Ahern Stephen Ahern: Jun 24, 2024

Considering passive and active investment strategies is part of building a portfolio you feel...

Investing
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Child with mother listening to a shell at beach. Value investing. Practicing picking stocks

3 min read

Value Investing: Principles and Practices for Long-Term Success

Picture of Stephen Ahern Stephen Ahern: Mar 22, 2024

"What gives you opportunities is other people doing dumb things." That's how Warren Buffett, a...

Investing
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A woman in profile looks out at the ocean during sunset. Getting divorced requires you to revisit financial and insurance plans

4 min read

How Divorce Changes Your Financial Plans

Picture of Stephen Ahern Stephen Ahern: Dec 08, 2023

For better or worse, divorce forces you to make a fresh start. Getting divorced requires you to...

Financial Planning Divorce
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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

Picture of Stephen Ahern Stephen Ahern: Aug 04, 2023

Learning to invest is much like learning a new language. A lot of people understand enough about...

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A woman sits at her computer and considers navigating complex estate planning.

4 min read

Navigating Complex Estate Planning Questions and Choices

Picture of Stephen Ahern Stephen Ahern: Jul 11, 2023

You’re making decisions about family, money and your own unpredictable future—so it’s hardly...

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A retired couple cooking healthy food and talking about a bottle of red wine. Tax-efficient retirement.

3 min read

Tax Planning Strategies for a Tax-Efficient Retirement

Picture of Stephen Ahern Stephen Ahern: May 30, 2023

Retirement should be one of the least stressful periods of your life. You deserve to enjoy those...

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Guests throw confetti over the bride and groom as they walk past after their wedding ceremony. Joyful young couple celebrating their wedding day and embarking on their estate planning and marriage journey.

3 min read

Estate Planning and Marriage: Considerations for Couples

Picture of Stephen Ahern Stephen Ahern: May 03, 2023

People often wonder how they should approach estate planning when they’re married. Should both...

Estate Planning
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