Northcape Wealth Management

Patrick Markey is a Certified Financial Planner (CFP®) with 42 years of industry experience. He has worked at Northcape Wealth Management since 2021 and previously spent 12 years at Wells Fargo Advisors LLC. Markey serves as an industry representative on a FINRA dispute resolution panel, a role he has held since 1995. Northcape Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $614.5 million across about 610 client relationships, using custom, risk-adjusted, and tax-aware asset allocations that incorporate both active and passive strategies, including option-writing and third-party manager programs.

Renee' Hasenoehrl is a financial advisor at Northcape Wealth Management with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. She has been with Northcape Wealth Management since 2021. Northcape Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $614.5 million across roughly 610 client relationships, employing a blend of active and passive strategies with custom, risk-adjusted, and tax-aware asset allocations.

Kenji Kimura is a financial advisor at Northcape Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Northcape Wealth Management provides investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $614.5 million across about 610 client relationships, offering custom, risk-adjusted, and tax-aware portfolios that combine active and passive strategies along with option-writing and independent manager programs.

Erik O'Neill is a CFP® professional with over 32 years of experience in the financial industry. He has been with Northcape Wealth Management since 2021 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a director for Erie & Niagara Insurance and is an investor in a patent-related business. Northcape Wealth Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, businesses, and institutions, employing a blend of active and passive strategies with a focus on risk-adjusted, tax-aware asset allocation.