Meet Your Advisors

Our team is made of professionals with many combined years of experience helping create solutions for complex wealth needs.

Dennis Surmanek, CRPS®


Managing Partner

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Solomon Chemo, CFP®


Managing Partner

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Benjamin Carbonella


Financial Advisor

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Danielle Cerrito


Client Associate

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Clorinda Ratto


Client Service Associate

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Alicia Liotta


Client Service Assistant


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