Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Anthony Leopizzi

Anthony Leopizzi

CFP®, CLU®, ChFC®, CIMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony Leopizzi Visit Anthony Leopizzi's website
Antonio Cannataro

Antonio Cannataro

CFS®, CRPC®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Antonio Cannataro Visit Antonio Cannataro's website
Jeremy L Darstek

Jeremy L Darstek

CFP®

Financial Advisor

Senior Vice President of VERITA WEALTH ADVISORY GROUP
Learn more about Jeremy L Darstek Visit Jeremy L Darstek's website

Our team

Angela-Joy L. Cerrato, MBA

Angela-Joy L. Cerrato, MBA

Client Service Manager

Qualifications

  • MBA
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Fran Devito

Fran Devito

Operations Manager

Austin Hicks

Austin Hicks

Intern

Amber Aikman

Amber Aikman

Intern

Ana (Gaby) Martinez

Ana (Gaby) Martinez

Intern

Michael Vega

Michael Vega

Intern