Omogrosso, Carey & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

James Carey

James Carey

CFP®, ChFC®, CFS®, RICP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Carey's website
Daniel Wagner

Daniel Wagner

APMA®

Financial Advisor

Visit Daniel Wagner's website

Team

Dustin Cramer

Dustin Cramer

Assistant,

Assistant