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Here, You Can Expect More

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It’s no secret any wealth manager would consider themself lucky to count you — an investor with sizeable assets — as one of their clients.

So, why should you choose us?

We believe because of excellence. Not only excellence in our investing knowledge, but excellence in how you’ll be treated.
 

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You’ll Have the Right to Personalized Attention. Nobody is like you. Why should you have the same strategy as anyone else?
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You’ll Have the Right to Measurable Results. In this case, your success is the only metric that matters.
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You’ll Have the Right to Reshape Your Future. Our strategies will help achieve your goals, no matter how ambitious.
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You’ll Have the Right to Transparent Truths. Managing your wealth effectively requires speaking openly about everything, including worst-case scenarios.

 
In other words, you have the right to expect an elevated level of care. And our goal is to provide nothing less.

Your Wealth Managers

Michael Piccolo

Managing Director - Investments
PIM Portfolio Manager

View Michael Piccolo's Bio

Samantha Awad, CIMA, CPWA, CPM

Financial Advisor

View Samantha Awad's Bio

Our Firm At-A-Glance

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125

Clients & Households Served

More Than Half
A Century

Of Combined Experience

$426 Million

AUM (as of March 2026)

5

Daughters

3

Dogs

3

Cats

$400k

Raised Annually For Charity

200

Hours Of Annual Community Volunteering

Elevate Your Expectations

Let’s Meet
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