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At Sgroi Wealth Management, we connect individuals, small businesses and institutional investors with the resources and strategies they need to build and protect their wealth. Incorporated in 1982, our team boasts over 75 collective years of experience. We offer unbiased investment advice, utilizing a variety of products from well-known and trusted companies across the nation, offering our clients a variety of options to create and maintain their portfolio. In addition to all of this, we offer our clients the knowledge that our firm's resources are backed by research from LPL Financial, one of the nation's top independent brokerage firms.
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Arthur Sgroi, the founder of Sgroi Wealth Management, Inc, has built his business on a foundation of over fifty years of insurance and investment experience. Starting in the insurance industry in 1962, he expanded his knowledge to offer his clients a more comprehensive program to manage their assets. As his client base grew, his sons Jason and Michael joined the team to help better manage his clients needs. Jason brings his expertise in comprehensive wealth planning and investment management to help clients build and maintain their portfolios. Michael, in addition to working with clients, leads the team in investigating and vetting new products for the firm. Kim, the team's client relationship expert, ensures that every client receives the individualized service they deserve and have come to expect from Sgroi Wealth Management. Tina is the the most recent addition to the team, handling administrative duties and is also pioneering the firm's movement into the digital world.
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