Our Qualifications

The Managing Partners of  Asset & Wealth Management have a combined tenure of 50-plus years in the financial services industry, and have provided comprehensive financial advice and investment planning to over 1,000 individuals and businesses.

All of Asset & Wealth Management advisors are versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based advice our clients can trust. 

In addition, Asset & Wealth Management offers clients an impressive depth of experience in insurance and estate planning.

Asset & Wealth Management is dedicated to developing lasting relationships with all of their clients.  We believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with us* is our ability to provide clear, easily understood explanations of financial products and services. The personal program that we can provide is a roadmap to working toward a more secure financial future.

To meet with an Asset & Wealth Management advisor, contact us today.

 

*Vincent T. Bonavita, Jr., Thomas G. Fallon and Brian M. Fullman are Registered Representatives of American Portfolios Financial Services, Inc.