Providing clients with confidence through the varied phases of their financial journey is a powerful responsibility. By working with a limited number of families, our team delivers the personalized attention of a boutique firm with the guidance and services of a global financial institution. The Bronzo Private Wealth Group has the breadth of knowledge and experience to help navigate your unique financial needs.

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.

Learn More 

Strategies to Manage Your Wealth

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

Learn More

Planning Process

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

Learn More 

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 services, trust and estate 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 Services, Trust and Estate 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 Platinum Council Advisor

Paul Bronzo has been a Platinum Council Advisor with Wells Fargo Advisors each year from 2006 - 2023. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, 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 2023. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). The 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. 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 Platinum Council 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 Platinum Council Client Associates in 2016, 2017 and 2018*.


 

*The Wells Fargo Advisors Platinum Council Client Associate (previously 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.

Is Your Wealth Plan on Track? Let’s Talk