These principles are so fundamental that theyʼre often thought of as implicit to wealth management. Yet they are often overlooked to the detriment of the client.

Our founder, Tony Morgia, likes to say, “fear of the downside must be greater than greed on the upside.”

Weʼve built long-lasting relationships with our clients and managed their wealth by using a disciplined, careful approach to business, our animating principle.

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Our Team

Managing Director, Partner

Managing Director, Partner

Managing Director, Partner

Director Wealth Management

Sr. Financial Advisor, Retirement Plan Services

Financial Advisor, Financial Planning Associate

Financial Advisor, Portfolio Management Associate

Executive Director of Operations & Client Service

Sr. Registered Client Service Associate

Sr. Client Service Associate

Director of Trading, Portfolio Management Associate

Sr. Analyst, Portfolio Management Associate

Client Service Associate

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151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880


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