Your family, career and values have helped shape your life’s journey. As you have worked to achieve success along the way, you most likely have recognized the complexities of managing your growing wealth may take your focus away from your primary goals.

Team
Our team at Bronzo Private Wealth Group can help simplify the intricate aspects of managing wealth so you can think more creatively and confidently about your future. You receive a personal approach designed to create a comprehensive plan to help anticipate your financial needs throughout life to help realize your aspirations and establish a legacy for future generations. We will revisit this discussion annually or as requested.

Our Team

Multi-generational team with deep experience and investment knowledge.

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Strategies to Manage Your Wealth

Wealth management strategies for high-net-worth individuals and families. 

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Planning Process

Disciplined planning process that helps prioritize, adjust and meet goals.

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Managing the Details of Family Wealth

As a Private Wealth Financial Advisor, Paul Bronzo and his team, work side by side with you to help navigate the complexities of wealth by providing access to Wells Fargo affiliate products and services such as wealth planning, private banking, trust and fiduciary services, insurance as well as customized and traditional lending products.

AAA Bronzo Private Wealth Word Cloud.pngTEAM TITLES & INDUSTRY ACCOLADES

 

Titles


Certified Private Wealth Financial Advisor®

Paul Bronzo is a Certified Private Wealth Financial Advisor® at Wells Fargo Advisors and is committed to a holistic, personal approach to serving high-net-worth individuals and families. Paul can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, Insurance as well as customized and more traditional lending products. This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.

 

Industry Acknowledgements


Wells Fargo Advisors Premier Advisor

Paul Bronzo has been recognized as a Premier Advisor at Wells Fargo Advisors every year 2006-2022. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

 

Forbes Best-In-State Wealth Advisors

Paul Bronzo was selected as a Best-In-State Wealth Advisor in New York for 2021. The 2022 Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


Wells Fargo Advisors Premier Client Associates*

Embracing the team’s client-focused approach, both Stacy Ruvo and Robert Rogan have been recognized by Wells Fargo Advisors with the Wells Fargo Advisors Premier Client Associate Award in 2016, 2017 and 2018*.


 

*The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

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