Soulence Wealth Management

Gabriel Mc Mennamy is a financial advisor at Soulence Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at several firms including CoreCap Advisors, LLC and Cambridge Investment Research Advisors. Outside of his advisory role, he is a partner in Rare Research and Development, a company focused on decorative lighting using UVGI technology. Soulence Wealth Management II is an SEC-registered investment adviser that offers discretionary investment management, integrated financial planning, and retirement planning services. The firm’s approach combines technical and fundamental analysis with strategic asset allocation and utilizes third-party money managers and model portfolios, with a focus on retirement plan participant services and pension-related consulting.

Mustaque Choudhury is a financial advisor with Soulence Wealth Management in Astoria, NY, holding Series 63 and Series 66 licenses. He has over a decade of experience in the financial services industry, including roles at New York Life Insurance Company and Capital Advisors NY, LLC. Soulence Wealth Management provides discretionary investment management and integrated financial planning, serving clients with customized portfolio management and household-level advice. The firm employs a combination of strategic and tactical asset-allocation methods and offers both advisor-managed and third-party model portfolios.

Christopher Anderson is a financial advisor at Soulence Wealth Management with over 18 years of experience in the industry. He has previously worked at CoreCap Advisors and CoreCap Investments and has been involved with several business ventures since 2005. Soulence Wealth Management II is an SEC-registered investment adviser that offers discretionary investment management along with integrated financial and retirement planning services. The firm serves clients through a combination of technical and fundamental investment strategies, third-party money managers, and participant account management using a held-away connectivity platform.

Gregory Nelson is a financial advisor at Soulence Wealth Management with over 20 years of experience in the industry. He holds the ChFC® and Series 63 designations and previously worked at firms including SCF Investment Advisors, Brookstone Capital Management, and New York Life. In addition to his advisory roles, he operates the G. Nelson Insurance Agency d/b/a Strategic Benefit Coach, which he has run since 1999. Soulence Wealth Management provides discretionary investment management and integrated financial planning, serving clients with custom-traded portfolios, third-party model allocations, and oversight of held-away assets. The firm employs a mix of strategic and tactical asset-allocation approaches and offers unique operational features such as participant access via a dedicated platform and ongoing cybersecurity monitoring.

Jacob Martin is a financial advisor at Soulence Wealth Management with five years of industry experience. He holds a Series 65 license and has worked previously at CoreCap Advisors. Outside of investment management, Mr. Martin is also a licensed insurance agent involved with Soulence Tax & Wealth Advisors. Soulence Wealth Management II is an SEC-registered investment adviser offering discretionary investment management, financial planning, and retirement planning. The firm combines technical and fundamental analysis with strategic asset allocation and uses third-party managers and model portfolios, with a focus on retirement plan participant services and pension-related consulting.

Carson Brown is a financial advisor at Soulence Wealth Management with a Series 65 credential and approximately four years of experience. His background includes roles at Utah State University and prior positions in the service industry. Soulence Wealth Management II is an SEC-registered investment adviser that offers discretionary investment management, integrated financial planning, and retirement planning. The firm serves clients through a combination of technical and fundamental investment approaches, including the use of third-party model portfolios and participant account management for defined contribution plan participants via a held-away connectivity platform.

Andrew Backenstoss is a financial advisor at Soulence Wealth Management with experience dating back to 2010. He holds a Series 66 designation and previously worked at Edward Jones for three years. His background also includes roles at several Trajector entities focused on disability and medical services. Soulence Wealth Management is an SEC-registered investment adviser offering discretionary investment management and integrated financial and retirement planning. The firm serves clients through a combination of third-party model portfolios, custom-traded portfolios, and participant account management, with a focus on retirement and pension-related consulting.