We aggregate a group of seasoned and talented professionals to guide, protect and perpetuate the wealth of our valued clients. By using a thoughtful, unbiased and sophisticated approach to financial planning, portfolio management, estate planning, asset protection and risk management, we bring organization, structure, and peace of mind to clients throughout America.
Our services are available to retirees, high net worth individuals, professional athletes, and business owners. They are also accessible to those seeking guidance on 401k, profit sharing, retirement plans, endowments, and foundations. Our approach to investing is both tactical and conservative and we aim for high returns while keeping risks at a minimum. Our proprietary Model and long/short stock market Algorithms provide insights into market trends that allow us to position clients to potentially make money in both up and down markets.
Al Procaccino was ranked as one of Cadaret Grant’s Top 10 Investment Advisors in America and 5-Star Wealth Manager for 2011-2012.