Paul and Meghan Krsek named their boutique wealth management firm for the “5Ts” that they consider core company pillars and necessary ingredients for success: Time, as wealth management is a long-term game; it’s about building, protecting, and transferring wealth over generations. Temperament is critical to how a firm approaches risk and decision-making. Technology refers to the tools, systems, and platforms the firm employs to manage client portfolios. 

CFO, Meghan Krsek

Talent, as wealth management is not simply about financial acumen but also about understanding client psychology, regulatory environments, estate planning, tax strategies, and more. And finally, Team. It’s this pillar for which the Krseks are most proud. They have assembled a team of enviable experts, each collaborating on behalf of all clients. 5 T’s Chief Investment Officer, Chris Roth, CFA, has proven to be exceptionally talented in creating investment policy and tailoring it to clients’ needs across risk, age, and aspiration profiles.

Partner, Chris Roth

The Krsek’s 5T recipe for success is based on Pauls’ extensive experience on Wall Street and as the CEO of a large Los Angeles-based securities firm and has been well-proven has been well-proven during his nearly three decades at the helm of 5T Wealth. Meghan’s public accounting experience before co-founding 5T is invaluable. At the heart of the firm is a profound commitment to client needs, aspirations, and expectations, all served with a deeply personal touch. Krsek candidly admits to disillusionment with the industry at large; he feels that many larger firms have emphasized company before client.

5T’s motto is “The Antidote to Wall Street;” 5T Wealth operates with a philosophy that accentuates strong mutual trust and respect between advisor and client. It’s not uncommon that new clients have sought out 5T after experiencing neglect or inadequate service elsewhere. Clients have been with the firm since its founding in 1998.

The Krseks believe financial well-being should be a shared responsibility within a family. Spouses and children should be educated and engaged in the family’s economic landscape to ensure long-term stability and informed decision-making. 5T Wealth encourages such collaboration, transparency, and empowerment within families. As such, the firm regularly holds educational seminars, webinars, and social events to which clients and extended family are invited. Frequent wine tastings held at Oakville’s B Cellars are particularly popular.

“I trust them completely,” says Melissa Teaff, now retired owner of Melissa Teaff catering. “They are extremely dependable. They’ve kept my portfolio well-invested for years. They collaborate with me, my accountant, and my attorney. With my permission, they keep my adult children informed. They make responsible decisions on my behalf based on my needs. They are always there when I need them.”

By taking the time to understand each client’s unique goals, employing advanced technology for precision and transparency, and leveraging the expertise of a dedicated team, 5T Wealth provides thoughtful, long-term guidance that larger firms cannot replicate.

for more information www.5twealth.com