Committed to
Your Financial Future
What started as a family business has grown into a full-service independent financial planning firm that still strives to treat our clients like a family. In 2014, Joe officially retired and transitioned the business over to Patrick Sgroi (President) and John Clouden (Senior Vice President) who had both been with the firm for over 20 years.
Today, we’re focused on the one thing that matters most: you. With a staff of 25 people servicing clients across the country, our approach as a full-service firm is to provide for all your financial planning needs. This includes everything from your investments and retirement plans to life insurance and long-term care.
Ready to discuss your financial needs? Contact Us today.
• OUR TEAM •
Partners
Patrick Sgroi
Registered Representative
John Clouden
Chief Compliance Officer
Registered Representative
Planners
Brian Clouden
Registered Representative
Shawn McLaughlin
Registered Representative
Jennifer Jurek
Certified Financial Planner™
Certified Divorce Financial Analyst™
Summer McKellar
Jeffrey Haxton
Certified Financial Planner™
Sandy Turchiarelli
Paul Hutchings
Vincent Scarsella
Registered Representative
Client Services Team
Leah Dukat
Administrative Support to John Clouden
Andrea Korcz-Ross
Cassie Scibran
Research Team
Vincent Scarsella
Registered Representative
Matthew McAnulty
Finance & Administration
Urmas Lupkin
Sara Clouden
Nina Evans
Hanna Perillo
Administrative Support
Erika Vranjes
Michelle Olewine
Maria Weimer
Christa Sgroi
Our Founder
Check out the background of our investment professionals on: BrokerCheck
Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.