Vincent Pallitto, CPA, CFP®
President
Alan Becker, CRC
Managing Partner
Diane Stafutti
Office / Operations Manager
Ryan Becker
Financial Advisor
Where Do You Want Your Financial Roadmap to Take You?
We believe that our client relationship is not just about the numbers. We strive for a personal relationship with our clients and their families. We are always available to help them stay on track to work towards their financial finish line.
Why we do what we do
Our independence and experience help us provide recommendations and products best suited for our clients and their financial goals.
Who we can help
We offer a wide range of comprehensive services for our clients. We believe in our client’s success, and are not obligated to any proprietary products or services.
How we work
We know our clients on a personal level because we want to understand what is important to them. We guide them along their financial journey every step of the way.
B.E.L.I.E.V.E. Wealth Management
Our process helps us build relationships, listen to your goals, inform you on your options, validate investment choices, and execute your tailored plan.
Social Security Benefits
Social Security can represent 30% - 40% of your retirement income, yet most retirees do not understand their benefit options. We can help decipher the many Social Security options.
Weekly Market Commentary
Stay in the loop with our Weekly Market Commentary for a quick summary of market performance.