Our staff will be with you every step of the way on your retirement planning journey.  We are dedicated to providing a "concierge" level of service to all of our clients.

Our Team Members 

Gary Ramuno* - President, Wealth Manager

Kathryn (Kate) Palao* - Certified Financial Planner^®, Vice President

Joseph (Joe) Passaniti* - Certified Public Accountant, Director - Tax & Financial Planning

Laura Benvenuto - Client Service Associate

Denise Lentini - Administrative Assistant

Left to Right: Laura Benvenuto, Gary Ramuno, Joe Passaniti, Kate Palao, Denise Lentini