ABOUT 1776 WEALTH

Founded on Entrepreneurial Spirit

Bringing together the courage to pursue ambitious goals with strategic thinking and disciplined execution

Most wealth managers haven’t risked everything on an idea, scaled a team through chaos, or navigated the sleepless nights that come with real responsibility.

We have.

Built by an Entrepreneur, for Entrepreneurs and Executives

As a former 82nd Airborne Army officer, founder Sean O’Toole learned firsthand that “hope is not a strategy and failure is not an option.” The lessons from his experiences dovetailed with Adam Smith’s groundbreaking work published in 1776, The Wealth of Nations, which established the modern framework for economic freedom, enterprise, and the creation of wealth on a scale never before imagined. We chose the name 1776 Wealth to honor that spirit of innovation and possibility, and to remind ourselves daily that our clients’ prosperity is our highest purpose.

Many wealth advisors have spent their entire careers as employees of large firms, following scripts, “gathering assets” and selling the firm’s products. Sean deviated from that road to choose a different path, one that aligns with the journeys of 1776 Wealth clients: taking risks, building businesses, navigating crises, and understanding what it really means to have everything on the line. This shared experience creates a level of trust and understanding that our clients value most.
After his military service, Sean began building businesses. He learned firsthand that building wealth and managing wealth require completely different skill sets.

When business leaders came to Sean for advice about managing their wealth, he saw the same problems everywhere: advisors who didn’t understand entrepreneurial complexity, cookie-cutter solutions for unique situations, and reactive strategies instead of anticipatory planning.

So he built 1776 Wealth with one mission: create the independent, fiduciary wealth management firm he wished had existed when he was building his own companies.

Why 1776?

Adam Smith published his work The Wealth of Nations in the year 1776. Those teachings were the fuel for the American Revolution. It’s about the courage to build something from nothing, respecting the economic realities of business. The courage to risk everything for your vision.  1776 represents the entrepreneurial spirit that drives both our clients and our approach. 

Our Mission:

To proactively maximize wealth for “High Net Work” individuals and families, thinking ahead of their needs so they can focus on their passions.

Our Vision:

To be the premier multi-family office for entrepreneurs and executives who understand that true wealth management means having someone anticipate your needs before you even know they exist.

Meet the 1776 Wealth Team

Sean O’Toole

Founder & CEO

BIO >

Deanna Suarez

Founder & COO

BIO >

Join Our Mission

Building wealth for entrepreneurs requires a team that thinks like entrepreneurs. We’re looking for advisors who understand that our clients didn’t get here by following the crowd. Their wealth management shouldn’t either.

EXPLORE OPPORTUNITIES

Sean O’Toole

Founder & CEO

Sean is a skilled finance professional with the inquisitive mind of an entrepreneur who leverages his education, experience and wisdom for betterment in the lives of others. His 20 years of practice as an investment professional leaves him with strong convictions and stronger humility. Sean primarily partners with executives and entrepreneurs whose needs require attentive and sophisticated wealth management. He is focused on providing customized and dynamic investment and financial solutions centered on each client’s own goals according to their investment policy and financial plan.

Sean is on his 22nd year as a financial advisor. Sean is a board CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Financial Manager (CFM). Prior to founding 1776 Wealth in 2017, Sean served as a Senior Vice President with UBS Financial Services for 10 years and Merrill Lynch for 11 years.

Before beginning his career in financial services, Sean served as first lieutenant and operations officer in the 82nd Airborne Division where he learned two lifelong lessons; 1. Failure is not an option and 2. Hope is not a strategy. These lessons are integral to the strategies and solutions employed for his clients to ensure they can enhance, preserve and protect their wealth.

Sean has also completed advanced training from National Association of Corporate Directors (NACD) and is a Governance Fellow.

Sean is a past Board Member of the Sandy Springs Conservancy where he worked to promote conservation and smart development within the city. Sean also served on the Board of Leadership Sandy Springs where he advocated community service, stewardship and enabled the development of other community leaders.

Originally from Saratoga County, New York, he went to WPI in Massachusetts completing a BS in Engineering, was commissioned an Officer and started his Army training in Alabama in 1992. After serving in the famed 82nd Airborne Division he made Atlanta, Georgia his home. Sean now lives, works and plays in Sandy Springs with his wife, Amy, and their children, Audrey and Liam, whom are students at MVPS.

Deanna Suarez

Chief Operating Officer

Deanna is the co-founder of 1776 Wealth and is the firm’s Chief Operating Officer. Her decade of experience at UBS in positions of increasing roles and responsibilities make her well suited to lead the firm’s operations.

Deanna earned her bachelor’s degree in business management with a concentration in finance from North Carolina State University. She started her career at NY Life, moved to SunTrust in their Private Banking area and then to UBS where she has excelled.

In her current role as COO, Deanna manages the operations and people of 1776 Wealth. In addition, Deanna provides the highest caliber of client service, coordinating meetings as well as handling all of the team’s marketing, administration and ensures the excellent delivery of the firm’s financial services.

Outside of the office, Deanna is an avid horse lover, a passion she’s had since she began riding at age 6. She currently rides at Mariposa Farms in Canton and volunteers with Bethany’s Equine and Aquatic Therapy Services, Inc. (BEATS), where she assists with equine therapy for special needs children.

When not working or riding horses Deanna leads organizations in volunteer work. One of her favorites is the Children’s Restoration Network in Atlanta. She planned and organized a Back 2 School campaign to collect school supplies for homeless children, while also helping to sort and fill all the new book bags that were collected. She then coordinated and volunteered at the organization’s Back 2 School Day of Readiness, where children receive health screenings, haircuts, their new filled book bags, and can participate in games.

Ronald McDonald House also has a special place in Deanna’s heart. She organized a group volunteer activity at the Ronald McDonald House in Atlanta and has participated in the location’s Bakers Club and Casserole Club.

Deanna is originally from Roanoke, Virginia, and now makes her home in Atlanta, Georgia, with her husband and son.