Leadership Team
Anthony Truino, CFP®, RICP®, CPWA®
Founder - CEO - Private Wealth Advisor
Michael Carbino, CFP®, ChFC®, CPWA®
Founder - Managing Partner - Private Wealth Advisor
Christopher Zapata, CFP®, ChFC®, RMA®
Partner, Private Wealth Advisor, President Sports Division
Wealth Advisors
Client Services
Operations
Financial Planning
Business Development
Michael Robinson
Relationship Manager & New Business Development
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.