Advocating For Your Wealth with Experienced Professionals

We believe that advocating for your wealth means providing you with the highest level of expertise and support on your financial journey by leveraging the skills of our seasoned professionals, including CERTIFIED FINANCIAL PLANNER(R) professionals. This synergy not only empowers you to make informed decisions but can provides peace of mind, knowing that your financial interests are championed by a dedicated team of professionals committed to your success. 

Areas of Experience

Each of our advisors have their own unique area of knowledge. When our clients have questions about a specific topic or service or are looking for tailored solutions, our advisors are here to help. 

Daniel A. Petro
  • Corporate retirement plan review and analysis
  • Self-employed retirement plans (solo(k), cash balance, etc.)
  • Professional trust services
Matthew A. Citrano
  • Lending solutions and lines of credit
  • Insurance planning
  • Annuity review and analysis
Harry G. Sturgis
  • Business valuation
  • Tax-considerate investment strategies
  • Investment selection