Jeff Riesberg, CRCS, RFC, CLTC
Founder
Principal
Qualification
Chief Client Wealth Officer
Contact Info
Jeff Riesberg, CRCS, RFC, CLTC
Top Shelf Wealth Management was established with a clear objective: to simplify the retirement process, reduce stress, and ensure you understand the rationale behind our portfolio recommendations. If you don’t grasp the plan, then I haven’t done my job effectively. As a fiduciary, my role is to leverage my expertise to provide the best recommendations and to make sure you understand the reasoning behind them.
Jeff Riesberg has been a holistic financial planner since 2006 and previously served as a Seabee in the US Navy for five years. Throughout his career, Jeff has focused on assisting individuals through retirement and beyond, with extensive experience in long-term care coverage and Social Security planning. Working with Advisor Share Wealth Management, Jeff crafts highly customized solutions that address not just asset management but also the broader range of decisions needed to align with your investment strategy.
What qualifications does the Team have?
Joe Maas is our Chief Investment Officer. A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends and application of quantitative methods and technical analysis. Joe is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management and financial planning services for individual investors, business owners, and trust.
Joe holds a variety of world renowned professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world’s most respected investment professional’s achievement. In addition to the CFA, Joe is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). His professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million.
Joe Mass
Chief Investment Officer
CFA, CFP®, CLU®, ChFC, MSFS, CCIMTM, CVA, ABAR, CM&AA
joe@synergy-am.com
advisorsharewm.com
Joe Maas
To ensure my clients have a clear understanding of the steps that will be taken in the event of my unexpected death, ensuring their financial planning needs are uninterrupted.
Who is the designated successor for my financial accounts?
Joe Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC,
CLU®, MSFS, CCIM, CWPP, is the designated Chief Investment Officer who will take over your account. They are fully briefed on your financial goals and the current state of your plan.
What will happen to my financial
planning account if you pass away?
My succession plan ensures that your account will be seamlessly transitioned to a trusted and experienced financial planner within my network, who will uphold the same level of service and standards.
Roccy DeFrancesco, Jr., JD, CAPP™, CMP™
Founder of The Wealth Preservation Institute, the OnPointe software suite, and is Co-Founder of the Asset Protection Society.
roccy@advisorshare.com
advisorsharewm.com
Roccy M. DeFrancesco, Jr., JD, CMP, CAPP
Roccy M. DeFrancesco, Jr., JD, CMP, CAPP, is a renowned expert in asset protection and wealth preservation, known for his leadership in the financial and legal industries. He is the founder of The Wealth Preservation Institute and co-founder of the Asset Protection Society, Advisor Share, LLC, and AdvisorShare Wealth Management. Roccy is also the creator of the OnPointe software suite, designed to empower financial advisors with advanced planning tools. A prolific author, he has written numerous books, including *The Doctor’s Wealth Preservation Guide*, *Retiring Without Risk*, and *Bad Advisors: How to Identify Them; How to Avoid Them*, among others. His works and lectures have guided thousands of professionals and consumers in achieving financial security and avoiding common pitfalls.
A highly sought-after speaker and educator, Roccy has presented at prestigious organizations such as the National Financial Planning Association, the American Academy of Medical Management, and various state bar associations. His insights have been featured in professional journals and publications like *Michigan Bar Journal*, *Financial Planning Magazine*, and *Physician Money Digest*. Roccy holds a B.S. from Embry-Riddle Aeronautical University, where he earned his commercial pilot’s license, and a J.D. from Valparaiso University School of Law. Licensed to practice law in Michigan (inactive in Indiana), he is widely regarded as a zealous consumer advocate and a trusted mentor to advisors.