3991 MacArthur Boulevard,
GUIDING CLIENTS TOWARD MEANINGFUL & FULFILLING LIVES
Robert Errico serves the wealth management needs of clients and their families, guiding them toward integrated wealth management solutions. Three core tenets underscore our service:
Constant adherence to ethical principles and values that align with your best interests
Confidence in an advisor dedicated to helping you progress toward your objectives
Clear understanding of where you are in your financial life and where you are headed
Three Things We Do and Why It’s Important to You:
1. We guide clients towards their most meaningful and fulfilling lives with an approach that originates from a planning perspective and utilizing our unique process, The Vision Realization Program™. The Program includes Financial Standards of Care, which focus on issues that have greater importance as we age.
2. We approach your investments with a mutually developed investment philosophy, evaluating the investments with a clear focus on today’s regulatory changes and fiduciary standards of excellence.
3. We have an experienced team with over 60 years of investment and service experience, and a Strategic Alliance with a CFA and PhD Consultant who provides ongoing independent and objective risk analysis.
CEO & LPL Registered Principal
Director of Branch Operations