“If you have it made, don’t risk it.”
I’ve built wealth for my family and many others over my career. It’s not just my job, it’s my vocation.
In my new practice, I work with families that are like mine. They have created and sold businesses, they’re looking to protect and grow their wealth for future generations and for charitable goals, and they want to make sure their investments reflect their values.
Our Mission
To support your family’s goals by growing and protecting wealth.
Our mission is simple, but execution is complex. We begin with understanding our client’s goals and developing a plan. We then lead a carefully curated team of professionals through the implementation of those goals.
We drive results by focusing on where there is risk and opportunity. Whether it is through understanding the intricacies of a 1031 or 1035 exchange, the nuances around an IC-DISC or Captive Insurance Company, or offsetting capital gains via changes in tax law. Creativity and imagination in combination with rigor and focus defines our success.
Implementing success takes thoughtful due diligence and risk control. We believe in asset allocation and diversification as guardrails for winning investors. We invest in US and International public and private equity, real estate, bonds, and alternative strategies that are meant to protect and grow wealth.
We are working on your plan every day so you don’t have to.
Meet the Team
Gene Dongieux
Based upon his experience as a broker, Gene became Chief Investment Officer for what is now Mercer Advisors. As one of the largest independent firms in America, his team helped thousands of clients reach their financial goals. After Mercer, Gene worked with top financial researchers to uncover new strategies using individual stocks, alternatives and the latest tax-management options. This blend of experience and innovative solutions forms the foundation of Ariadne Wealth Management.
Adam Stempel, CFP®
Adam spent more than 15 years specializing in developing personalized solutions for high net worth clients, including over 10 years with Gene at Mercer Advisors. His strengths include customized investment portfolio construction, tax-efficient distribution planning, retirement plan design for small businesses, and family financial plans with focuses on estate and legacy plans.
Rick DuBreuil, CFA
Rick specializes in leveraging rigorous analysis to determine portfolio construction and trading decisions across fixed income, equity, and alternative investments. As an Investment Committee member at Mercer Advisors and Ariadne Wealth Management, his recommendations and insights were instrumental in shaping investment policy across thousands of portfolios.
Cody Bahr, CFA
Cody has been with Ariadne Wealth Management since 2015. He is an Associate Portfolio Manager concentrating on improving our tax-aware trading systems. He sits on Ariadne Wealth Management’s investment committee and has performed manager due diligence for Alternative and Real Estate Investments. Cody is a CFA Charterholder.
Lily Frischmuth
Lily joined Ariadne in 2022 as a Client Service Specialist. She manages client communications and account operations. Lily graduated UCSB with a degree in Financial Mathematics and Statistics. Lily is a Candidate for CFP® certification.
Contact Us
1255 Coast Village Rd Suite 201a
Santa Barbara, CA 93108
1-844-274-2363
info@ariadnewealth.com
Click here for our Form CRS