Listening to you is what we do.
When you call, we answer, and we work to get to know you.
John P. Napolitano CFP®, CPA, PFS, MSTFounder & Chairman
Alex Weiss CFP®President & Wealth Manager
Thomas Fletcher CFP®Chief Investment Officer
Robert NapolitanoManaging Partner – GenWel Capital
Thomas Schulte CFP®Director of Financial Planning
Adam DaniRetirement Plan Specialist
Jenn KovalskiClient Relations Associate
Nick BerlenOperations Associate
Dante CoppolaFinancial Planning & Operations Associate
Beth MurphyMarketing Director
Interested in getting to know us more?
Let’s talk and see if we’re a good fit.Let’s Talk