Quick Contact

    Jason Sgroi

    Principal Advisor / Partner  Jason@SgroiWealth.com (518) 477-3626

    Jason Sgroi


    A graduate of Siena College and a life long capital region native he’s applied his 15+ years of experience to give the highest level of financial planning advice to the clients he works with.

    He is dedicated to engaging in meaningful relationships with clients to provide an outstanding experience.

    Areas of Expertise

    Financial Advisor, Assessing the needs and wants of clients, designing a portfolio that suits them


    • BS, Business Management, Siena College 2002