Talking with your advisor should be exciting
We have advisors capable of handling anything you need out of financial services. Whether you’re just beginning your wealth journey or are a seasoned investor who is trying to maximize their assets to take them into the future, we can help.
I am Compassionate, a Listener, and Communicator Looking to build relationships and advise people into the future with their finances
Jason Sgroi
Principal Advisor / Partner
I'm honest, straight to the point, passionate, and analytical Expert in Financial plan strategy and implementation
Michael Sgroi
Managing Partner
I'm young, dedicated, energetic, and ambitious Here to offer investment and personal finance advice
Tyler Rapp
Advisor + Investment Analyst
Kim Dumont
Branch Operations Manager
We Help You Recognize and Grow
Your Future
By joining the Sgroi family we will keep yours in mind as you move forward through a complicated financial journey. Thinking of a big purchase? Let us plan and assist you to make sound decisions. We will get there together. Let our family help yours.
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