General Info

At our firm, we have a deep rooted family history in financial services. Jasper Garagozzo the father of our founder Joseph Garagozzo began the tradition well over half a century ago when he started his first CPA firm. Joseph Garagozzo has proudly been at the helm of our current wealth management company for over a quarter of a century and continues to operate his own CPA practice in harmony with the wealth management organization. Joseph's sisters Dawn and Mary are also a part of our team along with our newest addition Alana who is Joseph's niece and an intern soon to graduate from James Madison University with a degree in finance.