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Why Choose Us

A partner on your
financial journey.

There are thousands of wealth managers and groups out there vying for your business. Why would you choose Four Seasons as your partner on your journey? Here are a few excellent reasons:

  • Independence

    We do not have proprietary products. Our advice is 100% objective.

  • Recommendations

    Recommendations are based on educational and academic foundations and supported through very detailed and comprehensive financial plans prepared for our clients.

  • Transparency

    We’re honest, straightforward, and want you to have a clear understanding of every aspect of the services we provide you.

  • Service

    We work hard to spoil our clients with concierge-level service.

  • Professionalism and Integrity

    It’s at the core of everything we do. We understand this is your life savings, your future, and your legacy. You should have absolute trust in the firm you choose for this all-important journey. So we work hard to earn it, and keep it.


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With Michael Stalka

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Industry Era 10 Most Innovative CEOs of 2021
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch
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