How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


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®, ChFC®

Financial Advisor

Vice President of VERITA WEALTH ADVISORY GROUP
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

Fran Devito

Fran Devito

Operations Manager

Austin Hicks

Austin Hicks

Paraplanner

Ana (Gaby) Martinez

Ana (Gaby) Martinez

Client Service Manager

Pietro Pinna

Pietro Pinna

Investment Specialist