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About Us

Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Our Process

Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a values-based approach to our strategies.

Are you ready to speak with a Financial Services Representative about helping to secure your financial future?

Welcome to the Florio Wealth Management Group

The Florio Wealth Management Group is a financial services organization specializing in the needs of high net worth individuals including small business owners, entrepreneurs and corporate executives. We service over 400 clients with assets under management of over $35 million.

Most of our clients hire us as their “Personal CFO” to coordinate all aspects of their financial lives by developing and implementing comprehensive financial and business plans that include the following areas of expertise:

Business continuity and succession planning
Personal Financial Planning
Employee benefits
Executive fringe benefits
Retirement planning
Risk management & insurance planning
College planning
Wealth management
Investment design planning
Estate planning

We welcome you to our site and encourage you to browse it at your leisure to determine if our wealth management services can help you to achieve your financial goals and have a better quality of life. Feel free to call us at 516-758-2430 if you have any questions or would like more information. We look forward to hearing from you.

Understanding Today's Financial Environment

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel