Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo for Bunting and Somma
Team photo for Bunting and Somma

View Larger


Our advisors

Advisor photo for Robert Somma

Robert Somma

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Robert Somma Visit Robert Somma's website
Advisor photo for Matthew Kennelly

Matthew Kennelly

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Matthew Kennelly Visit Matthew Kennelly's website
Advisor photo for Colin Wilhelmy

Colin Wilhelmy

CFP®, APMA®

Financial Advisor

Learn more about Colin Wilhelmy Visit Colin Wilhelmy's website


Our team

Ruth Ann Cieciuch

Ruth Ann Cieciuch

Office Manager

Nancy Pulito

Nancy Pulito

Client Service Coordinator

Kevin Kocovic

Kevin Kocovic

Investment Operations Coordinator