You’ve built a successful career. Your financial life has grown complex. The stakes feel high. You need more than a portfolio. You need a partner.
Armadale is designed to bring the kind of coordinated, high-touch wealth management traditionally reserved for ultra-high-net-worth clients to professionals and families in the accumulation phase of building wealth. Our goal is to serve as the hub of your financial affairs, helping you navigate life’s milestones.
How we work with you
Financial Planning. We start here. Together we define what you’re building toward: retirement, college savings, a new business, a second home, and more. We construct a plan that accounts for cash flow, taxes, risks, and timing. Your plan evolves as your life does.
Investment Management. Your portfolio is built to serve your plan. Every portfolio is customized, client by client, to your specific goals. There are no model portfolios, overly simplified risk buckets, or one-size-fits-all portfolio allocations.
Education. We believe you should understand your wealth. We take the time to explain the reasoning behind every recommendation, from your financial plan to the purpose of each investment in the portfolio. Investing can feel high-stakes and volatile, and we want you to feel confident and informed. Our door is always open to questions.
Coordination. We collaborate with your CPA, estate planner, and insurance specialists to ensure a unified approach across the financial professionals in your life.
Who you'll work with
At Armadale, you work directly with our founder, not a junior associate or a call center. We deliberately keep our practice focused so every client receives the attention their financial situation deserves. When you have a question, you know exactly whom to call.
How we're built
Armadale is a registered investment advisor (RIA) with a fiduciary duty to act in your best interest. We don’t charge commissions or accept compensation from third parties. Our fee is straightforward: one management fee that covers planning, investment management, and ongoing advice. We are your partner.
We are independent and 100% employee owned. We have no parent company, no sales quotas, and no conflicts. We are entirely focused on helping you build and protect your wealth.
Phone:
(516) 366-0057
Email:
sean@armadaleAM.com
Sean McDonald, CFA is the founder of Armadale Asset Management and brings more than twenty years of experience in investment management.
Before founding Armadale, Sean was an analyst, managing director, and investment committee member for thirteen years at Tweedy, Browne, an investment management firm with approximately $7 billion under management. As an investment committee member, Sean was one of seven committee members overseeing the firm's investments across four mutual funds and separately managed accounts. Sean began his investment management career in 2004 at The Capital Group Companies, Inc. in Los Angeles.
Sean thrives on the intellectual challenge of investing and portfolio management. Markets are dynamic, and no two days are alike. That energy drew him to the profession more than twenty years ago and continues to drive him today.
Sean earned his MBA from Columbia Business School and his bachelor's degree in political science from UCLA. Before college, Sean proudly served his country in the U.S. Army as an infantryman with the 101st Airborne Division.
Outside of work, Sean has been happily married for sixteen years and is the father of three children. He understands the challenge of juggling a career and a growing family and how difficult it can be to focus on long-term financial plans amid the cacophony of daily life.
(A full bio can be found at: https:// adviserinfo.sec.gov/firm/summary/327824 )
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