Our Pennsylvania Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers is experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Our Team of Trusted Financial Professionals

Ralph Grauso, CSA
President & Founder
Josiah Grauso, CSA
Vice President, Financial Advisor

Our Support Team

Steve Fein
Estate Planning Associate
Heather Otto
Licensed Client Service Rep.
Sarah Grauso
Client Service Specialist

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (800) 596-8004.