Cifelli Wealth Management embodies "old school" morals such as integrity, discipline, honesty and work ethic. We then look to apply and combine these attributes with "new school" technology and research to offer clients customized investment advice and outstanding service. We believe, in a world where broken promises and poor service have all too often become the norm, our team continually strives to exceed our clients' expectations. At Cifelli Wealth Management, we proudly seek to transcend the client relationship. We treat our clients like family!

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Team photo for Cifelli Wealth Management
Team photo for Cifelli Wealth Management

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Our advisors

Advisor photo for Anthony J Cifelli Jr

Anthony J Cifelli Jr

CRC®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Anthony J Cifelli Jr Visit Anthony J Cifelli Jr's website
Advisor photo for Kris Frazier

Kris Frazier

CFP®

Financial Advisor

Associate Vice President
Learn more about Kris Frazier Visit Kris Frazier's website
Advisor photo for William Francis Corcoran

William Francis Corcoran

Financial Advisor

Managing Director
Learn more about William Francis Corcoran Visit William Francis Corcoran's website


Our team

Roberta Cifelli

Roberta Cifelli

Client Service Associate,

Practice Manager