We have the knowledge, training, and resources to help our clients succeed financially.

Meet The Team

Charles J. Princiotto, CFP®, AIF®

President

Michael Coraggio

Managing Director

Alex Hart, CFP®

Head of Client Experience
Portfolio Administrator

Andy Nhan

Portfolio Administrator

Jesse Belnick

Client Service Associate

Michael Capparelli, CFP®

Wealth Planning Associate

Jake Maneri

Client Service Associate

Brooke Bastian

Wealth Management Intern