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About Us

After decades of experience, our advisors united their individual knowledge to form a truly dynamic collective. Together, Marc Schain and Patrick Fillette had one goal in mind: to integrate the knowledge of a CERTIFIED FINANCIAL PLANER™ (CFP®) with the perspective a Certified Public Accountant (CPA). However intuitive this approach may seem, we are among a select number of financial professionals in the industry who have attempted to form such a strategic partnership. By providing cutting edge financial plans supported by leading tax strategies, we believe this unique alliance provides clients with a true advantage in striving to achieve their financial goals.

Fillette & Schain Wealth Management is supported by Cetera Adviser Networks, one of the nation’s largest and most successful independent broker-dealers. From in-depth market perspectives to asset allocation recommendations and more, our strategic partnership connects clients with leading resources and solutions from across the industry.

Our Advantage

Independence is everything. Fillette & Schain Wealth Management operates with your best interest in mind. Our independence symbolizes our commitment to your success, and it enables us to pursue your goals as if they were our own.

Since our inception in 2004, we have found that one element remains crucial to success: the ability for advisors to truly understand and help fulfill the needs of their clients. The most effective solutions are born from asking the right questions. By adhering to our time-honored process, our advisors are truly engaged in defending and advancing your best interests. After diligently considering your short-term goals and long-term ambitions, risk tolerance, and protection needs, we then build tailor-made strategies to help fulfill your goals. Whatever you hope to achieve, we are committed to assisting you to live with strength and retire with confidence, knowing your investments are in the hands of professionals.