

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.
Stay up to date!
Stay up to date on moving markets, tips, events, financial organization, trends and case studies.
We would love to hear from you on how you feel about the content we are producing and also what you would like to see from us in the future.
Savings Accounts vs Money Market Funds: Which is Right for You?
In the current interest rate environment, it’s more important than ever to choose the right investment vehicle for your cash....
Read MoreBank Runs? What to make of this?
Bank Runs?!? Seems like something out of a depression era movie or something that we shouldn’t even...
Read MoreThe Space, The Clients, The Experience…
Hi all, Tyler here, I wanted to take a moment here to thank each and everyone of you for all...
Read MoreCommon Mistakes in Managing Your Finances
If you’re willing to put in a little work, it’s easy to avoid many common financial mistakes! By saving some...
Read MoreGetting Started With A Financial Advisor
It can be difficult to know where to start when you're trying to make the most of your money. When...
Read MoreTips for Digitizing Financial Services.
It's hard to keep track of all the bills and financial obligations in your life. Luckily, there are some easy...
Read More