Broker Check

Anthony C. Privetera, CFP®

CFP -President, Financial Advisor


For more than three decades, Anthony Privetera and his team  have been dedicated to the design, implementation and management of financial plans for Individuals, Executives, Business Owners and Professionals.  We offer highly personalized advice across the full spectrum of financial matters ranging from wealth accumulation, professional money management, retirement planning and inter-generational estate planning to business management solutions including  tax guidance and risk analysis.   Each of our plans and portfolios are handcrafted using a rigorous and disciplined approach, supported by a consistent yet highly personal client experience.