Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


close

Team photo for Procaccini, Procaccini & Trond Private Wealth
Team photo for Procaccini, Procaccini & Trond Private Wealth

View Larger


Our advisors

Advisor photo for Steven Procaccini

Steven Procaccini

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Steven Procaccini Visit Steven Procaccini's website
Advisor photo for William Trond

William Trond

CRPC

Associate Financial Advisor

Learn more about William Trond Visit William Trond's website


Our team

Robert Vittori

Robert Vittori

Office Manager