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11 Allen Street
Toms River, New Jersey 08753

(732) 473-9100
Lou@gallipoliwealth.com

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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies *
  • Retirement investing and distribution strategies *
  • Estate conservation issues *
  • Risk management *

*These services are offered by Louis J. Gallipoli & Louis J. Gallipoli, II  through their affiliation with HD Vest.

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Lou is the Founding Father of Gallipoli Wealth Management. His professional career in accounting started in 1968 after graduating with a B.S. in Accounting from St. Peter's College. He worked for 10 years as a Sr. Investigative Auditor...

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Lou II joined the firm in 1991. He obtained his B.A. in accounting from Lynchburg College in Virginia. He specializes in personal, corporate, estate and inheritance tax. He is a Past Chairman of the Toms River-Ocean County Chamber of...

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Valerie Warnock

Senior Accountant/Client Relations

(732) 473-9100

(732) 473-9177

Valerie celebrated 30 years with the firm in March of 2015. She graduated with a B.S. degree in Accounting from Stockton State College. She is responsible for all monthly and quarterly payroll and sales tax returns for the firm's clients.

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Jennifer Voss

Senior Accountant

(732) 473-9100

(732) 473-9177

Jen came to us in January of 2011 through a merger with an accounting firm in Toms River where she had been employed since 1991. Jen obtained her B.A. in accounting from Glassboro State College, aka, Rowan University in 1991. Jen’s...

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Sarah Crowley

Investment Professional Assistant

732-473-9100

732-473-9177

Sarah joined us in January of 2017. She graduated from Penn State Altoona with a bachelor’s degree in Business Administration with a concentration in marketing and management. She is responsible for client relations and adhering...

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