Money, like emotions, is something you must control to keep your life on the right track.
~ Natasha Munson
Helping You Navigate the Course to Success
Resolute Wealth Planning is built around serving you with decades of combined experience, dedicated to crafting innovative and personalized financial strategies. Backed by Raymond James, our organization leverages the extensive resources of a large corporation while providing the attentive service of a small organization. Committed to your long-term financial success, we provide persistent management and ongoing counsel to enhance your financial outlook – and help you build and preserve wealth.
Our Mission Statement
Leadership Team
Beau Riggs
Managing Partner, Resolute Wealth Planning
Financial Advisor
Read Bio
Beau brings a relentless pursuit of excellence to both his team and his clients, driven by a belief that collective effort leads to greater success. He approaches his practice with honesty and integrity, aiming to provide an elevated, service-focused experience for his clients. This approach helps clients to identify and prioritize what is most significant to them, laying a solid foundation for building a financial plan and strategy aimed at achieving financial independence.
Growing up in humble circumstances, Beau is passionate about guiding his clients towards financial freedom. He understands that trust and transparency are essential, especially when navigating the complexities and uncertainties of the financial process. Beau’s ultimate goal is to be a steadfast support for his clients, ensuring they feel confident in their financial journey.
Before joining Raymond James and founding Resolute Wealth Planning, Beau served as Regional Vice President and Financial Advisor for Northwest Investment Services/LPL Financial. With over a decade of experience, he has held roles at Key Investment Services as a Senior Licensed Relationship Manager and at First Niagara Investment Services as a Financial Associate. He attended California State University, Northridge, where he studied Business Management and Finance, and earned the professional designation for Certification for Long-Term Care (CLTC).
Beau’s dedication to the financial industry stems from his personal experiences with financial concerns growing up, fueling his passion and gratitude for helping his clients grow and succeed. He serves a diverse clientele, focusing on pre-retirees and retirees, business owners and entrepreneurs, high-net-worth family planning, multi-sport professional athletes and individuals striving for excellence.
Anthony Pandolfi, CPM®, CFP®, ChFC®, CLU®
Co-Founder & Partner, Accreux Wealth Management
Senior Wealth Advisor
Read Bio
Anthony serves as our lead Certified Portfolio Manager. Anthony brings over two decades of financial industry experience, joining Raymond James in February of 2021 as a dedicated financial advisor based in Buffalo, New York. His expertise spans portfolio management, rigorous research, and economic trend analysis. Anthony diligently evaluates both current and potential portfolio positions with ridged discipline, staying informed through thorough reviews of financial filings, company reports, and active participation in industry conferences.
He thrives in the dynamic pace of the financial sector, applying a meticulous, detail-oriented approach to his work. Anthony maintains composure in volatile market conditions seeking opportunity, ensuring strategies are meticulously managed and executed on behalf of a diverse clientele that includes business owners, entrepreneurs, and high-net-worth individuals.
Anthony’s extensive career began in 2000 at Value Line, Inc. and a financial analyst before progressing to roles at Morgan Stanley and most recently UBS Financial Services as a senior wealth strategist. He holds professional designations including CFP®, CPM, ChFC, and CLU, complemented by a Bachelor of Science degree in business and financial analysis from University at Buffalo.
CPM®, CFP®, ChFC®, CLU®
Andrew Durfee, CFP®, ChFC®, CRPC™
Co-Founder & Partner, Accreux Wealth Management
CERTIFIED FINANCIAL PLANNER®
Read Bio
Andrew brings persistence and passion to the team that carries over to his role in financial services. He is driven by a genuine love for his work and a sincere commitment to his clients and their families. He has an unwavering dedication to helping his clients pursue their financial goals and objectives.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant, and Chartered Retirement Planning Counselor, Andrew’s extensive qualifications are backed by over two decades of professional experience. He also holds a BS degree in finance with a minor in architecture from Syracuse University.
Joining Raymond James in early 2021, Andrew’s daily responsibilities as a financial advisor include client servicing and business development. He is committed to helping clients preserve their wealth through mindful risk management, build their wealth with well executed asset allocation and security selection, and maximize wealth transfer to their families and philanthropic causes through meticulous financial planning.
Andrew was drawn to the industry by its competitive and entrepreneurial nature. He enjoys the fluidity and daily challenges of the business, as well as the opportunity to work closely with clients to address their financial needs. While he serves a varied clientele, many of Andrew’s clients are business owners, entrepreneurs, and high-net-worth individuals.
CFP®, ChFC®, CRPC™