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 Avantax.
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.
Louis Gallipoli, Sr.
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...
Louis Gallipoli, II
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...
Licensed Investment Assistant
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...