Main Street Wealth Group

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

Lucas Giordano

Lucas Giordano

APMA®

Financial Advisor

Managing Partner
Visit Lucas Giordano's website
Diova Gray

Diova Gray

Financial Advisor

Visit Diova Gray's website
David Pinto

David Pinto

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Pinto's website

Team

Katie Wilmot

Katie Wilmot

Client Service Manager

Ashlee Kendrick

Ashlee Kendrick

Client Service Manager