Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

Team photo for Wacks & Collaro
Team photo for Wacks & Collaro

View Larger


Our advisors

Advisor photo for Edward Wacks

Edward Wacks

CFP®, CPA

Private Wealth Advisor

Business Financial Advisor
Learn more about Edward Wacks Visit Edward Wacks's website
Advisor photo for Regina Collaro

Regina Collaro

CFP®, BFA, CRPC

Financial Advisor

Business Financial Advisor
Learn more about Regina Collaro Visit Regina Collaro's website


Our team

Christene Strudwick-Smith

Christene Strudwick-Smith

Financial Planning Assistant,

Office Manager

Qualifications

  • MBA
View more
Rachel L. Wacks

Rachel L. Wacks

Client Service Coordinator,

Marketing Specialist