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Professional Wealth Management and Financial Planning Services Designed With Your Goals In Mind.

              We offer comprehensive financial planning and personalized wealth management
 for individuals, families, businesses, institutions, and foundations.

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PLAN  |  PROSPER  |  PROTECT

For more than three decades, Anthony (Tony) Privetera and his team have been dedicated to providing clients with guidance and advice in navigating the ever-changing landscape of the financial markets. They are committed to a client-centric approach to investing; utilizing a customized, goal based investment strategy for each client. Together, they are committed to understanding their clients aspirations, values and financial objectives. Drawing upon their collective knowledge, skills and resources, The Privetera Wealth Management team designs customized financial plans and strategies that address each clients needs and unique circumstances.

  

 

Our Process

We create strategies that are tailored to your needs and goals.

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Our Services

We offer you access to a breadth of financial products and services designed to meet your specific goals.

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Cetera Advisors

Offering: Financial Solutions, Investment Protection, Tools,Technology as well as a Network of Support and  Services. 

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PRODUCTS & SERVICES

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