John Passuccio, CFP®, CWS®, Senior Vice President, Financial Advisor; and Sarah Foley, FPQP™, Registered Client Associate

Welcome. Thanks for taking the time to visit my website and learn a little about how I do business. The achievement of financial objectives depends on a disciplined, integrated approach to managing each of the many facets of one's financial life. I believe that a client's investment, cash flow, insurance, debt and long-term financial, retirement and estate plans should all align in a carefully constructed wealth management plan.