Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Stephen Rifici

Stephen Rifici


Private Wealth Advisor

Managing Director
Visit Stephen Rifici's website


Katie Reynolds

Katie Reynolds

Registered Client Service Associate,

Operations Specialist


  • Bachelor of Science, University of Delaware
  • Series 7
  • Series 66
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