Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

John Levitt

JD, CDFA®, CRPC

Private Wealth Advisor

Managing Director
Learn more about John Levitt Visit John Levitt's website

Vincent Ferrara

Financial Advisor

Managing Director
Learn more about Vincent Ferrara Visit Vincent Ferrara's website


Our team

Kristen Campagnuolo

Kristen Campagnuolo

Client Service Associate,

Practice Manager