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Semus Wealth Partners

FL Office:

Penthouse Suite 800
150 E Palmetto Park Road
Boca Raton, FL 33432
Phone: 561.465.7550

PA Office:

647 Swedesford Road
Malvern, PA 19355
Phone: 610.458.8553

610.458.8585

This email address is being protected from spambots. You need JavaScript enabled to view it.

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647 Swedesford Road
Malvern, PA 19355

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Branding

Meet The Team

Helen J. Semus, CFP®, APMA®, AAMS®

CEO, Private Wealth Advisor

FL Phone: 561-465-7550 | PA Phone: 610-458-8553 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Helen J. Semus is the Chief Executive Officer and Founder of Semus Wealth Partners, LLC. Mrs. Semus has an extensive background in comprehensive wealth management. She specializes in managing high-net-worth relationships grounded in tailored investment management and comprehensive financial planning such as retirement planning, income distribution planning, wealth transfer planning, trust and estate planning, business succession and other wealth and income strategies.

Find out more about Helen by clicking on her picture or title.

WILLIAM M. SCHINDLER, CLTC®

 

Managing Director, Private Wealth Advisor

PA Phone: 610-458-8553 | FL Phone: 561-465-7550 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Throughout his thirty plus years as a Wealth Management Advisor, Bill has always been passionate about educating and servicing his clients. He enjoys working alongside his clients to create a financial plan that bridges the gap between their current situation and their long-term financial goals and objectives. Bill specializes in wealth and risk management, employee and retirement benefit structuring for small business, municipalities, government entities and academic institutions.

Beyond his commitment to his clients, Bill’s philanthropic heart leans towards charities that focus on advocating for veterans, women, children and those with special needs. Bill earned his Bachelor’s degree in Business Administration, Marketing and Finance at Temple University’s Fox School of Business.

Bill and his wife, Theresa reside in Collegeville, PA and enjoy their summers in Ocean City, NJ.

Simon F. Semus, PhD

 

Business Operations Director

FL Phone: 561-465-7550 | PA Phone: 610-458-8553 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Simon joins Semus Wealth Partners after more than 30 years in the pharmaceutical industry, with experience in both early research and late-stage clinical development. He has broad skills in data analytics, visualization, reporting and dashboarding and was responsible for introducing and establishing the geospatial analytics capability at GSK. Simon has an undergraduate degree in Pharmacy from the University of Portsmouth and a PhD in Medicinal Chemistry from the University of Nottingham, both in the UK, where he grew up. He is a Registered Pharmacist in the State of Pennsylvania. Simon will be responsible for our company infrastructure, including our portfolio accounting, reporting, client portal plus investment research analytics. In addition, Simon will be working with our team to execute the strategic vision of our firm to serve the best interests of our clients.

Outside of work, Simon enjoys soccer, listening to music, watching British crime thrillers, walking and spending time with his wife and their two boys.

Mark S. Matthews

 

Business Development Director

FL Phone: 561-465-7550

Mark earned his undergraduate degree from the University of Maryland and a Masters in Management from MIT's Sloan School. He also obtained his CPA certificate after passing the test in 1972.
Mr. Matthews spent 26 years in the U.S. Foreign Service obtaining the rank of Minister Counselor, served as the Deputy CFO of U.S. Agency for International Development, and was the Director of the Omani American Joint Commission in Muscat, Oman. Upon his retirement from USAID, he served for 8 years as the CFO of the Pan American Health Organization (a regional office of the World Health Organization) and after was the Director of Administration and Finance for the Regional Office for the Western Pacific of WHO. Mark retired from the United Nations and then went to work for Morgan Stanley as a financial adviser. After successfully working in their Ft. Lauderdale Office, he started his own practice in association with Ameriprise Financial and now joins Semus Wealth Partners, LLC.

MELISSA J. LONIE, EMBA

 

Client Service Associate

PA Phone: 610-458-8553 | FL Phone: 561-465-7550 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Melissa has twenty years of financial industry experience and is a graduate of King’s College in Wilkes-Barre, PA, where she earned two undergraduate business degrees. She received her Executive MBA from Drexel University, LeBow College of Business and completed the Executive Business Management Program at the esteemed Wharton School of the University of Pennsylvania.

Melissa is passionate about helping clients. She is responsible for providing all aspects of client services and is based out of our Malvern, PA office.

Melissa grew up in New Jersey and now resides with her husband and daughter in Wynnewood, PA.

OKSANA KOCHUROVA, MS

 

Client Service Associate

FL Phone: 561-465-7550 | PA Phone: 610-458-8553 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Oksana has more than 20 years experience in the financial services industry, working for Mellon BNY Financial, MassMutual and 14 years with Morgan Stanley as a Senior Operations Specialist supporting advisors there. She obtained both a BS and MS in Business and Finance from the Marine Engineering Academy in Odessa, Ukraine.

Oksana is responsible for providing all aspects of client services and is based out of our Boca Raton, FL office.

In her spare time Oksana enjoys travelling, classical music, ballet and opera.

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Case Study Work

Client

Sunmill Energy

Area

Branding / Webdesign

Date

March 2016

Visit Website

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The Company

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The Mission

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.

Branding

Finding a new brand identity.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.

UI/UX Design

Creating a new web experience.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.

App Solution

An application that covers all my client's needs in one coherent design.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient.

In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.

Credits

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Continue reading

  • Created on .

Case Study Branding

Client

Sunmill Energy

Area

Branding / Webdesign

Date

March 2016

Visit Website

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.

The Company

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.

The Mission

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.

Branding

Finding a new brand identity.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.

UI/UX Design

Creating the new web experience.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.

App Solution

An application that covers all my client's needs in one coherent design.

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient.

In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.

Credits

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Continue reading

  • Created on .

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Secure your present and future, together.

An SEC Registered Independent
Financial Advisory Firm.

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Comprehensive Wealth Management

Investment Management

A distinctive approach, backed by our exceptional qualifications.

Bringing simplicity to the complexities of life. Through Custom Portfolios.

Centered solely on our clients’ best interests and free from hidden agendas.

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Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.

Your financial life isn’t limited to investing, and neither should your advice be.

Helping you manage the financial events throughout your life and your business.

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Why Choose Us

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

It's more than just investing successfully. We understand the big picture.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Get in touch

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Investment advisory services offered through Semus Wealth Partners, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.