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About the Roy/Tedeschi/Schmidt Group

The Roy/Tedeschi/Schmidt Private Wealth Management Group of Wells Fargo Advisors has been serving the needs of successful individuals and their families since 1981.

Reflecting the Roy/Tedeschi/Schmidt Private Wealth Management Group's commitment to serving client needs, providing sound advice and delivering exceptional service, our advisors hold a list of ratings between the three of them and have been recognized by numerous industry publications including the following:

Paul E. Roy, CFA, CFP®

Managing Director - Investments

  • As Seen in Boston Magazine, "Five Star Wealth Manager," 2013-20231
  • Forbes, “Top Next-Gen Wealth Advisor,” 2017, 2018, 2019, 2021, 20222
  • Forbes, “Best-in-State Next-Gen Wealth Advisors,” 2022, 20233
  • Forbes, “Best In State Wealth Advisor,” 2021, 2022, 20233
  • Financial Planning, “Top 40 Brokers Under 40”, 20224

KRISTOPHER R. TEDESCHI, CFA, CFP®

Managing Director - Investments

  • Forbes, “Top Next-Gen Wealth Advisor,” 2017, 20182
  • Forbes, “Best-in-State Next-Gen Wealth Advisors,” 2019, 2022, 20232
  • Forbes, “Best In State Wealth Advisors,” 20233

Peter H. Cahill, CFP®

Associate Vice President - Investments

  • As Seen in Boston Magazine, "Five Star Wealth Manager," 20231

We believe that the best investment plans focus on individual needs, not simply dollars. As a result, our clients are able to base success on progress toward – and success in reaching – their financial priorities and life goals.

  1. This award was issued on 2/1/23 by Five Star Professional (FSP) for the time period 05/23/2022 through 01/06/2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 4090 Boston-area wealth managers were considered for the award; 513 (13% of candidates) were named 2022 Five Star Wealth Managers. Visit www.fivestarprofessional.com . Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
    • Award issued on 2/1/23 by Five Star Professional (FSP) for the time period 05/23/2022 through 01/06/2023. 3,923 Boston-area wealth managers were considered for the award; 578 (15% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/22 by Five Star Professional (FSP) for the time period 05/24/2021 through 11/19/2021. 4,090 Boston-area wealth managers were considered for the award; 522 (13% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/21 by Five Star Professional (FSP) for the time period 05/25/2020 through 11/30/2020. 4069 Boston-area wealth managers were considered for the award; 480 (12% of candidates) were named Five Star Wealth Managers.
    • Award issued on 2/1/20 by Five Star Professional (FSP) for the time period 04/01/2019 through 12/13/2019. 3580 Boston-area wealth managers were considered for the award; 463 (13% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/19 by Five Star Professional (FSP) for the time period 04/18/2018 through 11/06/2018. 3619 Boston-area wealth managers were considered for the award; 566 (16% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/18 by Five Star Professional (FSP) for the time period 03/23/2017 through 11/10/2017. 2819 Boston-area wealth managers were considered for the award; 532 (19% of candidates) were named Five Star Wealth Managers.
    • Award issued on 12/1/16 by Five Star Professional (FSP) for the time period 3/26/2016 through 11/23/2016. 2467 Boston-area wealth managers were considered for the award; 623 (25% of candidates) were named Five Star Wealth Managers.
    • Award issued on 12/1/15 by Five Star Professional (FSP) for the time period 05/18/2015 through 11/06/2015. 2530 Boston-area wealth managers were considered for the award; 632 (25% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/15 by Five Star Professional (FSP) for the time period 05/18/2014 through 11/06/2014. 3542 Boston-area wealth managers were considered for the award; 801 (23% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/14 by Five Star Professional (FSP) for the time period 05/18/2013 through 11/06/2013. 1707 Boston-area wealth managers were considered for the award; 655 (38% of candidates) were named Five Star Wealth Managers.
    • Award issued on 1/1/13 by Five Star Professional (FSP) for the time period 05/18/2012 through 11/06/2012. 2362 Boston-area wealth managers were considered for the award; 713 (30% of candidates) were named Five Star Wealth Managers.
  2. The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  3. The Forbes Best-in-State Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
  4. The 2022 Financial Planning Top 40 Brokers Under 40 rating produced by the Financial Planning magazine is based on assets under management and revenue generated for the advisors’ firms based on data from October 1, 2021 to September 30, 2022 for Advisors younger than 39 as of end of 2022. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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