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know us
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, MST
Founder & Chairman
Alex Weiss CFP®
President & Wealth Manager
Thomas Fletcher CFP®
Chief Investment Officer
Robert Napolitano
Managing Partner – GenWel Capital
Thomas Schulte CFP®
Director of Financial Planning
Adam Dani
Retirement Plan Specialist
Jenn Kovalski
Client Relations Associate
Nick Berlen
Operations Associate
Dante Coppola, CFP®
Financial Planner