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.


Our advisors

Advisor photo for Brian Costello

Brian Costello

CLU®, ChFC®, LUTCF®, AEP®, CASL®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Brian Costello Visit Brian Costello's website
Advisor photo for James Valenti

James Valenti

CFP®, CIMA®

Financial Advisor

Investment Manager
Learn more about James Valenti Visit James Valenti's website
Advisor photo for Kenrich Marte

Kenrich Marte

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Kenrich Marte Visit Kenrich Marte's website


Our team

Stefanie Mulry

Stefanie Mulry

Office Manager,

Client Service Specialist