Lenox, MA | Apella Main

About Us
Our Services
Special Focus
Meet the Team
Resources

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

Edward S. Richter is a Senior Financial Advisor at Apella Capital, LLC. Mr. Richter is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) with almost four decades of practice experience, specializing in providing personal financial planning and sophisticated tax planning services to individuals for the last 25 years. Prior to his role at Apella Capital, Mr. Richter was the co-owner and President of ARC Investment Planning & Management, a Lenox-based investment advisory firm. He was also a partner and owner of a certified public accounting firm in Albany, NY. He holds a B.S.B.A. in Accounting from Boston University. Mr. Richter grew up in the greater New York City area and currently resides in Lenox, MA, where he raised his family. He served nine years on the Board of Trustees Lenox Library Association, the last four as Treasurer. His interests include traveling to national parks and monuments, collecting wood fired ceramics, and researching contemporary jazz musicians.

Harvey Siegel, CPA

Harvey Siegel is a Senior Financial Advisor at Apella Capital, LLC. Mr. Siegel is a Certified Public Accountant (CPA) and has forty years of experience working with, and consulting for the providers of investment management services. Previously, Mr. Siegel was the Chief Executive Officer and Chief Investment Officer of ARC Investment Planning & Management, a Lenox-based investment advisory firm that he co-founded. Previously, he was the Controller and Associate Director of Operations for Sanford C. Bernstein and Co., a leader in the development of discretionary account management for individuals and institutions. He also served as the Executive Vice President and member of the Board of Directors of Atalanta Sosnoff Capital, then a New York Stock Exchange (NYSE) listed Investment Advisor managing $5 billion for institutions and individuals. Mr. Siegel is a past member of the Personal Financial Planning Committee of the New York State Society of CPAs (NYSSCPA) and has authored articles on the taxation of investment income and tax efficient investment strategies for The CPA Journal. He holds a B.B.A. in Accounting from the City University of New York and lives in Lenox, MA with his wife.

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

Client Relationship Specialist

bbesaw@apellawealth.com

Matt DiBattista

Portfolio Analyst

mdibattista@apellawealth.com

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.

Locations

Lenox, MA Office

About Us

Our Services

Special Focus

Advisors

Edward S. Richter, CPA/PFS

Harvey Siegel, CPA

James P. Scanlan, CFP®

Client Relationship Team

Becky Besaw

Matt DiBattista

Resources

Meet Ed Richter, CPA/PFS

Meet Harvey Siegel, CPA

Meet James P. Scanlan CFP

Locations

Lenox, MA Office

About Us

Our Services

Special Focus

Advisors

Edward S. Richter, CPA/PFS

Harvey Siegel, CPA

James P. Scanlan, CFP®

Edward S. Richter, CPA/PFS

Harvey Siegel, CPA

James P. Scanlan, CFP®

Client Relationship Team

Becky Besaw

Matt DiBattista

Becky Besaw

Matt DiBattista

Resources

Meet Ed Richter, CPA/PFS

Meet Harvey Siegel, CPA

Meet James P. Scanlan CFP

We are inspired by the power we have to make a positive difference in the lives of our clients and their families, and consider it an honor when someone chooses to work with us.