Providing trusted advice to help, build, manage, preserve, and transition your wealth.

We are pleased to announce we have been recognized on the
2025 Forbes Best-In-State Teams list

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

We are proud to announce:

Frank Furgiuele, CRPC^®

Managing Partner

was recognized as one of the Forbes 2021 and 2022 Best-In-State Wealth Advisors.

This annual list recognizes advisors as among the top in America.*

*Forbes Best-In-State Wealth Advisors
Frank Furgiuele, CRPC®, Managing Partner, has been named to The Forbes Best-In-State Wealth Advisors rating for 2021 and 2022.

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Credentials

Chartered Retirement Planning Counselor

Frank Furgiuele has earned his CRPC^® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Francis focuses on client centric problem solving as he assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate planning strategies.

Retirement Income Certified Professional

In 2022 Damon Derstine earned the Retirement Income Certified Professional^® designation. He earned the RICP^® designation by demonstrating an understanding of the concepts, methods and strategies for providing financial advice to individuals on retirement income planning.

Wells Fargo Advisors Financial Network Platinum Council

Frank Furgiuele (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021), Dennis Cooney (2011, 2012, 2014, 2015, 2019, 2020, 2021) and Damon Derstine (2020, 2021). The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

*Forbes Best-In-State Wealth Advisors

Frank Furgiuele, CRPC^®, Managing Director-Investments, has been named to The Forbes Best-In-State Wealth Advisors rating for 2021 and 2022. The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.