Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, recently launched MG Partners Private Wealth, an independent practice affiliated with LPL Financial’s supported independence model, LPL Strategic Wealth Services. Combining their expertise, they bring over 50 years of experience in managing high-net-worth assets. Formerly with Truist, where they oversaw approximately $435 million in advisory, brokerage, and retirement plan assets, they now base their operations in Hickory, N.C.
Geoghegan and Minami have cultivated a deep understanding of wealth management complexities throughout their nearly two-decade collaboration. Their personalized approach extends beyond investment management to encompass estate planning, philanthropy, and more, catering primarily to high-net-worth entrepreneurs and those with generational wealth. Director of Client Relations Caroline Montgomery complements their team.
Expressing a familial commitment to clients, Geoghegan emphasized their dedication to understanding clients’ aspirations, family dynamics, and lifestyles. They collaborate with tax and legal professionals to ensure holistic financial strategies align with client objectives.
Rooted in a shared passion for entrepreneurship, their move to independence marks the next chapter in their journey. Minami underscored LPL’s role in realizing their entrepreneurial aspirations, enabling them to prioritize client-centric decision-making and business growth.
The decision to join LPL was influenced by the comprehensive support offered through LPL Strategic Wealth Services. This model blends entrepreneurial freedom with robust business services, including simplified pricing, technology, and ongoing operations support, allowing advisors to focus on client needs and practice development.
Geoghegan and Minami also anticipate leveraging LPL’s resources to address complex client scenarios, such as advanced estate planning and alternative investments. Their goal is to expand their team and community presence, further solidifying their commitment to client stewardship.
Scott Posner, LPL Executive Vice President, Business Development, extended a warm welcome to MG Partners Private Wealth, emphasizing LPL’s commitment to providing innovative capabilities and resources to support advisor success.
A few weeks ago, RBC Wealth Management announced the addition of The Cypress Group to its Wilmington, North Carolina office. Led by managing director Paul S. Brinkley, the team brings a wealth of experience in managing $610 million in client assets, serving high-net-worth individuals, business owners, and executives. Comprising Jeremy Beakes, senior vice president; Adam VanDamme, financial advisor; along with staffers Meredith Clark and Leticia Glenn-Jones, the team collectively boasts 90 years of experience. Brinkley reaffirmed their commitment to providing superior service at RBC Wealth Management, emphasizing their mission to steward and grow clients’ legacies.
