CRD: 318230
Providers & Families Wealth Management
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-2022
- Office Locations
- 1
Office Locations
About Providers & Families Wealth Management
Providers & Families Wealth Management is a Carlisle, PA RIA led by partners Scot Whiskeyman (CFP) and Lindsey Ciarrocca (YNAB Certified Budget Coach, CMC). The firm serves families, retirees, and small business owners with holistic financial planning, investment guidance and regular reviews, plus 529/college planning, budgeting, and insurance (life, disability, long-term care) and annuity strategies. Custody includes Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LINDSEY MARIE CIARROCCA
Chief Compliance Officer, President
- CRD
- #6597887
- Ownership
- 50% but less than 75%
SCOT FRANCIS WHISKEYMAN
Co-Owner, PRINCIPAL
- CRD
- #5905974
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,656,697 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,656,697 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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