Broker Check

Meet the Team

At our firm, the client is our first priority. 

At our firm, we have a deep rooted family history in financial services. Jasper Garagozzo the father of our founder Joseph Garagozzo began the tradition well over half a century ago when he started his first CPA firm.

At our firm, we have the client—and only the client—in mind.

Joseph Garagozzo has proudly been at the helm of our current wealth management company for over a quarter of a century and continues to operate his own CPA practice in harmony with the wealth management organization. Joseph's sisters Dawn and Mary are also a part of our team along with our newest addition Alana who is Joseph's niece and an intern soon to graduate from James Madison University with a degree in finance. We believe our family approach to our organization enables us to develop uniquely strong and lasting relationships with our clients and their families. 

This relationship model in conjunction with our true independence with products and planning enables us to provide an extremely positive client experience. 

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, desires, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.