
About Us
Our Lenox team builds lasting relationships by focusing on our clients’ needs and concerns and then addressing them through custom, comprehensive wealth management plans.
We provide objective advice based on each specific financial situation, and we continually work with clients to help them make informed decisions and keep them on track to meet their goals.
Our team has been serving families and business owners in Lenox and throughout New England since the early 90s, previously as ARC Investment Planning & Management, Inc. before joining Apella in 2016. Today, we tap into Apella’s resources, investment research, and educational tools while maintaining the highly personalized service we deliver to every client we serve.
Two of our office’s senior financial advisors are CPAs, including Apella’s National Manager of Tax Planning. Our office has particular expertise with pairing tax planning services with tax-efficient investment programs. We regularly coordinate with our client’s tax professionals regarding their annual tax filings, and with their legal professionals on their estate plan.
Investments are managed and optimized with client tax plans in mind.
Our Services
- Comprehensive financial planning
- Compehensive tax planning
- Making sure your portfolio supports your long-term goals through investment management
- Making sure you have money to pay for the unexpected as well as a regular income in retirement through cash and income planning
- Helping you leave a legacy for your loved ones and your preferred charities through estate planning
- Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach
Special Focus
The Lenox team has particular expertise in the following areas:- Tax Management and Tax Efficiency
- Retirement Income Planning
- High-Net Worth Wealth Management
Advisors
Edward S. Richter, CPA/PFS
Harvey Siegel, CPA
James P. Scanlan, CFP®
With over 30 years of experience in the financial services industry, James P. Scanlan brings a wealth of knowledge and experience to Apella Capital, LLC. In his current capacity, Mr. Scanlan directs nationwide business development efforts and provides managerial oversight across offices. Prior to joining Apella, he was the Director and Planning Officer at Weston Financial Group, Inc., a large RIA headquartered in Wellesley, MA. Mr. Scanlan specializes in retirement plan management and asset management, as well as estate planning for business owners, high net worth individuals and successful professionals. Mr. Scanlan was formerly involved with a number of civic organizations, including the Providence Athenaeum Investment Committee. He also served as a board member of the Providence Rotary Charities Foundation and on the Wannamoisett Country Club Board of Governors. He holds a B.A. in Finance from Stonehill College in Easton, MA, where he previously served as a member of the Alumni Council.
Client Relationship Team
Becky Besaw
Becky Besaw joined Apella Capital in September 2021. She previously worked for Adams Community Bank in Lenox and Four Seasons Resorts in Hawaii. A veteran in management and customer service, she has over 15 years financial experience and over 10 years in hospitality. She is passionate and committed to individual client needs. She resides in Dalton with her daughter, enjoys travel and the cultural attractions of the Berkshires.
Matt DiBattista
Matt DiBattista is a dedicated Portfolio Analyst who joined our team in November 2022. With a strong background as a derivative analyst, Matt brings a wealth of knowledge in financial markets to our organization. However, what truly sets him apart is his unwavering passion for assisting individuals in achieving their financial aspirations.
Throughout his career, Matt has demonstrated an exceptional ability to analyze complex financial data and identify opportunities for optimization. He has a track record of providing invaluable insights to advisors and colleagues alike.
Matt’s genuine desire to make a positive impact, makes him a valuable asset to our team. He is dedicated to understanding the unique needs of our clients and crafting tailored solutions to help them achieve their financial goals.
Resources
Meet Ed Richter, CPA/PFS
Ed Richter has a deep history in the financial services industry. In his role as a Senior Advisor with Apella, he draws upon rich experience as a CPA to offer holistic wealth management services to high-net worth families.
Meet Harvey Siegel, CPA
With more than four decades in the financial services industry,Harvey is a seasoned financial advisor who can draw upon a deep well of knowledge to serve his clients..
Meet James P. Scanlan CFP
He specializes in retirement plan management and asset management, as well as business succession planning and estate planning for business owners, high net worth individuals, and successful professionals. Prior to joining Apella, he was the Director and Planning Officer at Weston Financial Group, Inc., a registered investment advisory firm based in Welleley, MA.