Innovative Wealth & Tax Solutions
Helping You Build, Protect, and Enjoy Your Wealth.
The Innovative Approach
Offering a single point of contact for all your financial needs, we craft a custom financial and tax plan that supports your lifestyle, values, and personal priorities.
Executive Team
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![A smiling man in a dark pinstripe suit with a light pink tie, standing against a plain white background.]()
Anthony Minopoli
Founding Partner
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![A smiling man in a navy blue suit, white shirt, and matching blue tie standing against a white background.]()
Anthony Peccerillo
Head of Global Operations
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![Headshot of a woman with dark, curly hair wearing a dark blazer over a green blouse against a white background.]()
Lauren Shugrue
Founding Partner
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![A smiling man in a black suit, white shirt, and blue tie standing against a white background.]()
Charlie Smith
Founding Partner
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![Portrait of a woman with blonde curly hair wearing a black blazer, smiling against a white background.]()
Jennifer Takacs
Director of Human Resources
