Meet The Team
Getting To Know Us
Our dedicated team is here to guide you through life's milestones with personalized, impactful advice — and a bit of fun along the way.
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
Our Extended Team - Strategic Wealth Services
Stephen Ghosal
CFO
Steven Manners
Senior Marketing Consultant

