Our Pennsylvania Team

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Pennsylvania

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

President & Founder

Josiah Grauso, CSA

Vice President, Financial Advisor

Taylor Munoz

Financial Advisor

Our Support Team

Heather Otto

Licensed Client Service Advisor

Steve Fein

Estate Planning Associate

Sarah Grauso

Office Manager

Joy Manno

Director of Marketing & New Business Processor

Kimberlee Turner

Client Service Specialist

Andrea Blanchard

Client Service Assistant