VP of Planning

With over fifteen years of professional experience, Mr. Patoff brings broad skills and critical expertise to Ashton Group's management team and to our clients. After working as a Financial Consultant for Merrill Lynch, Mr. Patoff established a strong professional collaboration with Ashton Group's CEO, Stephen Wolff. Over the years, he has played a key role in the company's evolution from insurance planning and investment consulting to providing specialized financial solutions for the nation's wealthiest families.

As VP of Planning, Mr. Patoff works to integrate Ashton Group's financial solutions with the needs and objectives of select clients. Mr. Patoff constructs the solution sets by interacting with Ashton Group's managing directors, client's advisors, and other outside specialists. As a result of his efforts, he has helped develop dozens of innovative, proprietary planning opportunities during his tenure with the company.