Wealth Management Simplified
Fee paid for use of marketing materials.
Our team is honored to be named to Forbes Best-In-State Wealth Management Teams for the fourth year in a row, 2023, 2024 2025 and 2026*
Pictured: Tom Rehagen, First Vice President - Investment Officer / Maribeth Perez, Client Associate / Heather Beavers, Client Associate / Louis Montana, CFP®, Managing Director – Investments / Mark J. Andrus, CRPC™, Associate Vice President – Investments / Stephen R. Bowman, Associate Vice President – Investments / Jennifer Arquilla, Managing Director – Investments / Ronald Lambke, MBA, First Vice President – Investments / David Arquilla, Managing Director – Investments / Natalie Vaswani, Senior Registered Client Associate, Assistant Vice President / Megan Ginley, Registered Client Associate / Mark Schuurman, CFP®, AWMA®, Financial Consultant, Vice President / Michael C. Lapinski, CFP®, Managing Director - Investments
Nurturing relationships through trust
We each have our own story of how we landed at Hearthside Wealth Management Group, but a common purpose keeps us moving forward together: We bring financial clarity to multigenerational families, women investors, corporate executives, and business owners who struggle to simplify their complex financial situation. As a multigenerational business, we know what it’s like to manage many moving parts. With that experience in mind, we come alongside and help put you and your goals at the center of our approach and craft a plan to get you there with confidence.
Learn What Makes Us Different
Your Story
Your values are at the heart of every decision. For decades, we’ve been having honest conversations, asking questions and listening to important client stories to help us better serve them.
Your Plan
From family dynamics to business transactions to philanthropy, we create a plan designed to be flexible and adapt to the various life stages. We then assemble a team of specialized professionals to take your financial strategies further.
Your Future
Seeing you meet both your financial and nonfinancial goals keeps us moving forward. We follow through and think ahead to benefit those closest to you, so you are free to make the most of every moment.
Personalized financial solutions
We provide clients customized financial solutions in all life stages to help preserve and grow their wealth. We draw from our extensive offerings and professional network and add personal family and business support to develop strategies to help enrich the lives of our clients and their families.
Learn about Our Services
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Helping you design your personalized family legacy is what we believe we do best.
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Wells Fargo Advisors does not provide legal or tax advice.
The Wells Fargo Investment Institute Inc. is a wholly-owned subsidiary of Wells Fargo bank, N.A., a bank affiliate of Wells Fargo & Company.
* 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Fee paid for use of marketing materials. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-,in-State Wealth Management Teams. 2024 Forbes Best-in State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. View additional disclosures