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

Family Asset Management Fails Without Proper Estate Planning

Stephen Ahern: Aug 26, 2022

Good family asset management requires balancing your family’s short-term and long-term financial needs. You want to spend enough that your loved ones have what they need to be comfortable and happy, while preserving enough assets that you can take...

Estate Planning & Inheritance

3 min read

Having a Family Has an Impact on Your Estate Plan—Here’s How

Stephen Ahern: May 05, 2022

Creating estate plans is partially about making sure your own wishes are followed at the end of your life, but it’s largely about protecting the...

Estate Planning & Inheritance

3 min read

Tax Planning for Retirement: Topics for Your Next Tax Meeting

Stephen Ahern: Feb 05, 2022

As we move into tax season and everyone starts scheduling their annual sit-down with their advisors, tax planning for retirement needs to be part of...

Accounting and Tax

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