We provide health-informed financial planning and specialized wealth management services to help families secure their long-term legacies from our home base in Staten Island.
We believe that the deepest partnerships are built not in boardrooms, but in the quiet moments of trust between families.
Founded by Salvatore Picciallo, our firm was built on the belief that financial planning must account for your unique health profile. Based in Staten Island, we combine nearly two decades of experience with a deeply personal focus on special needs planning and biotech-informed investing. We help families navigate complex financial landscapes with empathy and precision, with strategies designed to support your family's specific needs and long-term health goals.
Offices to serve you wherever you are.
2047 Victory Blvd, Ste. 200-A · Staten Island, NY · 10314
(929) 314-5224
We welcome the opportunity to learn about your family and explore how we might serve as a trusted partner.