MEET THE TEAM

COMPANY FOUNDERS

Allow us to secure your financial future.

Joseph Palumbo

CEO & Founder

Matthew Alfonzetti

CEO & Founder

STRATEGY EXPERTS

John Vitolo

Managing Director

Landon Meadows

Wealth Strategist

Karol Krucinski

Head of Portfolio Management

CFA Level III Candidate

Roman Moldavsky

Head of Operations

Joseph Palumbo

CEO & Founder

John Vitolo

Managing Director

Matthew Alfonzetti

CEO & Founder

We’ve changed the conversation about money to provide clarity, coordinated planning and to systematically empower wealth building. We ask the right questions to learn about you and where you want to go. How we get there sets us apart.

MEET THE TEAM

Joseph Palumbo

Matthew Alfonzetti

John Vitolo

Landon Meadows

Karol Krucinski

Roman Moldavsky

Joseph Palumbo

John Vitolo

Matthew Alfonzetti

Services

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