The Emissary Way
Driven by Excellence and Integrity
Our Mission
Emissary Wealth’s purpose is to help clients build and preserve wealth for a lasting impact and legacy. We provide an exceptional client experience as a boutique, fee-only wealth management and financial planning firm.
Core Values
Emissary Defined:
Act as a Fiduciary.
Our clients’ needs come first, and we prioritize transparency in every interaction.
Lead with Integrity.
We act and communicate with honesty at all times.
Always Informed.
We are committed to our craft by staying up to date on the latest market trends and industry regulations.
Be Accessible.
Every client deserves responsive, personalized service.
Welcome to Emissary Wealth
About Our Founder
Christopher Cacchiola, CPWAⓇ, CIMAⓇ, CRPC™, had a vision upon founding Emissary Wealth in 2020. After observing the lack of client communication and responsiveness at most financial service firms, he decided to create a company that would bridge the gap.
The Team at Emissary Wealth
At Emissary Wealth, we strive to provide our clients with personalized financial planning services tailored to their specific needs and goals. Our focus is on clear and transparent communication, ensuring you always have the information you need to make informed financial decisions.
Trust our team of experts to help you navigate the complexities of the financial world and successfully achieve your financial aspirations.
Licenses and Certifications
- AWMA™ Accredited Wealth Management Advisor℠
- CFP® Certified Financial Planner™
- CIMA® Certified Investment Management Analyst
- CPWA® Certified Private Wealth Advisor®
- CRPC™ Chartered Retirement Planning Counselor℠
- SE-AWMA™ Sports and Entertainment Accredited Wealth Management Advisor℠