Broker Check
Peter  Petruso

Peter Petruso

Managing Partner, Financial Advisor

Pete has a rich professional journey that began in insurance services back in 1975. His focus shifted to financial planning and investment management in 1994. His expertise lies in working with retirees and pre-retirees, where he emphasizes the importance of the "big picture" by highlighting the correlations between wealth management and long-term tax planning. Pete and his wife, Joan, are proud parents of three children (Lori, Greg, and Jamie) and seven grandchildren (Maren, RJ, Sam, Roman, Jack, Henry, and Benny). They cherish the leisure time they spend together as a family, traveling abroad, supporting their grandchildren in sporting events, golfing, and enjoying their winter home in Florida.