We offer a wide variety of services all geared to help you meet your financial goals and objectives.
Anthony Campagni, CFP®
“Truly understanding your goals, objectives and the entirety of your financial picture are important steps in establishing an effective wealth and investment strategy”
Mitchell Romeo, CPWA®, CPFA®
"Our team provides financial planning and wealth advisory services to small business owners, medical professionals, managers, or executives who are too busy or not fluent in handling these tasks for their families."
Kyle Hancharick, Wealth Advisor
"We are here to provide peace of mind and financial security for you and your family’s future.”
Ronald Jurczynski, CPA, PFS
"With an ever-changing financial environment, working with an advisor with a unique tax planning background can provide you with the knowledge to make well-informed decisions along with creating a financial plan tailored to your financial goals."
Shayla Svetgoff, Director of Marketing & Executive Assistant
"I am committed to providing exceptional client support services, meeting your needs with both efficiency and precision. In my marketing role, I strive to build trust and articulate the value we offer, ensuring that our clients are well-informed and confident in their financial choices."
Emily Dohnenko, Director of Business Operations & Executive Assistant
"Our team approach leverages our combined experience to provide you with comprehensive support at every step."