About Joseph J. Pietroski

There is no substitute for experience. I have worked in the financial services industry for over 30 years in both the Wealth Management and Banking areas. For the past 18 years I have been working with Individuals and Advisors helping them achieve their personal goals. Working through the October 1987 stock market crash, the 1997 Asian Financial Crisis, the 2000 Dot-com bubble and 2008 Financial crisis and many mini-market corrections has taught me the importance of a disciplined approach to Wealth Management that I apply everyday.

I believe in an integrated Wealth Management approach, bringing together your Retirement Plan, Income Protection and a customized Investment strategy to help you achieve your unique wealth goals.

My Business beliefs:

1) Money is a means to an end, not the end.

2) Diversification protects you from global events.

3) Portfolio return is driven by the asset allocation and not individual investment selection.

4) Fees and taxes are the biggest drags on portfolio performance.

5) The technology sector will continue to be the fastest growing sector.

6) You can plan for the unexpected.