Announcing Westminster Workplace Solutions By: Sean PattonAIF®, Thomas ZamiaraAIFA® 2017.04.01

On behalf of the Partners and Associates of Westminster Consulting we are excited to announce a brand new service.  We will now be providing workplace advice to your participants that is fiduciary-based and in complete compliance with the precepts of the recently expanded Fiduciary Rule. 

Westminster Workplace SolutionsSM was developed to specifically address the concerns that many of you have expressed with respect to providing financial advice to participants in an independent and unconflicted manner.

After many months of research and development, Westminster Workplace SolutionsSM has been designed and will be implemented to provide your participants with holistic financial advice around their financial and retirement needs.  Our onsite financial planners are paid a salary and are not compensated to sell products or services to your participants.  We believe this activity would jeopardize the fiduciary foundation of our service.  This is truly a financial advisory service.

Mr. Mathew Barber joined Westminster Consulting in February 2017 and will lead the efforts of Westminster Workplace SolutionsSM.  Matt resides in Syracuse, NY and he along with his team, will be available onsite to all of our clients.

Attached you will find an informational brochure that was developed to introduce Westminster Workplace SolutionsSM to our clients and prospective clients.

You will be hearing directly from us in the coming weeks regarding this important and needed service for your participants.Please join us in welcoming Matt to our team.  

 For more information on Westminster Workplace Solutions go to Workplace Solutions on our website. 

Sean D. Patton

Sean is a Founding Partner of Westminster Consulting, where he currently works with corporate, non-profit and foundation clients.

Sean is involved in the local community through his memberships in Rochester Rotary. He is also the Past-President of the Board of Directors for Camp Haccamo, a Rotary...

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Thomas F. Zamiara

Founding partner of Westminster Consulting, Tom serves corporate, non-profit and foundation clients.

An avid sports enthusiast and fan at his sons’ sports events, Tom is a longtime fan of the University of Notre Dame. Tom has been associated with St. Peter’s Soup Kitchen in Rochester, NY for decades...

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