Anthony Esposito, CRPC®, CFM
Assistant Vice President
With almost two decades of experience, Anthony is dedicated to providing clients with the finest individually tailored approach to investing and risk management. Anthony assists clients in wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, education plans, liability management, tax minimization, and asset protection with a specific emphasis on helping to assure a lifetime, retirement income stream. Anthony's goal is to help limit downside risk so that clients can enjoy consistent returns without the kind of volatility that can sometimes make investing an anxious experience.
Because there are many concerns for these clients, Anthony makes sure that his clients are well educated regarding their choices and assists them in making the right decision pertaining to their individual situation. His goal is to help clients balance risk so that they can enjoy consistent returns while limiting volatility.
Anthony strives to provide an unparalleled level of service and world-class advice to all clients. His goal is to become a lifetime resource and an essential partner to those who have entrusted him with their financial well being. Anthony also works closely with clients' other family advisors, including attorneys and tax accountants to focus on clients total wealth management needs.
Anthony holds the designation of CRPC® (Chartered Retirement Planning CounselorSM) and the Merrill Lynch designation of CFM.