Committed to Achieving Your Goals



Joe Montuoro



"I am committed to helping clients achieve their goals of financial security whether they are individuals, families or professionals.  I accomplish this by providing a comprehensive approach to wealth management and I see it as a continuous, lifelong process.  It is a privilege to be entrusted with the management of my clients' wealth and I take my responsibilities very seriously."


As a 37 year veteran of the financial services industry, with 26 of those years as an Investment Advisor, I seek to not only serve the needs of my clients but to exceed their expectations. My clients are a diverse group comprised of high-net-worth individuals, retirees, professionals and small-business owners.

While unique, my clients share a common goal, that of achieving financial security in their pre-retirement years, enjoying their golden years and finally passing on their hard-earned assets to their loved ones.

My mission is clear: To provide wealth-management services based on experience, integrity and loyalty.

Helping secure the financial future of my clients and their families is a top priority. In order to remain current and better serve those who entrust me with the care and management of their financial situations, I keep up-to-date on changes and trends and am presently enrolled to obtain further professional designations.


To learn more about my background and my Client Service Team, please click here.

For directions to our branch and parking information, please click here.



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