An Introduction to Our Firm
As the founder of Resonate Wealth Partners, I want to personally extend a warm welcome to you.
Selecting the right wealth management firm to partner with can be tremendously impactful, and it’s important to find the right fit for you, your family, or your business.
We built Resonate Wealth Partners to deliver the client experience and outcomes we felt our own families and friends deserved to enjoy.
We invite you to learn more about our firm and The Resonate Way – our curated approach to providing personalized advice, independent guidance, and goal-driven solutions.
Alex Guiliano, CFA
Founder & Managing Partner
Fiduciary Wealth Management & Financial Planning
We partner with individuals, families, and business owners to design a strategy that reflects the life they want to live now, and the legacy they want to leave behind.
There are 3 primary ways to work with us:
- Fiduciary Wealth Management
- Financial Planning Only
- Investment Management Only
An Invitation to Financial Advisors
Consider the possibilities of greater independence, enhanced support, and the freedom to elevate your business without compromise.
We offer insights & opportunities to:
- Retiring Advisors with No Succession Plan
- Multi-Generational Advisor Teams
- Growth-Focused Financial Advisors
Alexander Guiliano, CFA, CPFA®, CEPA®
Founder, Managing Partner, Chief Investment Officer
Colleen DiPaola, CFP®
Senior Wealth Advisor
Renee Purita
Director of Client Relations
Debbie Appaluccio
Director of Client Relations
