Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Michael P DeVivo

CFP®, APMA®

Private Wealth Advisor

Managing Director
Learn more about Michael P DeVivo Visit Michael P DeVivo's website

David M Caraglior

CFP®, CLTC®, APMA®

Financial Advisor

Managing Director
Learn more about David M Caraglior Visit David M Caraglior's website

Michael T DelGallo

APMA®

Financial Advisor

Vice President
Learn more about Michael T DelGallo Visit Michael T DelGallo's website


Our team

Maria Quartuccio

Maria Quartuccio

Client Service Associate