1025 Old Country Road
For nearly four decades, we have been dedicated to improving outcomes for families and locally owned businesses. With the goal of improving upon traditional financial planning, which often leads with products, we developed and honed the Wealth with Peace™ process to put clients’ goals and values at the forefront of any planning that we do. Our in-house team of professionals, along with our many strategic partners, provide a one-stop-shop for comprehensive, integrated wealth management.
PeterFlorio has a passion for helping people to protect their families, their wealth and their businesses from life’s unforeseen pitfalls. As a financial educator, author, speaker and wealth planner for over 36 years, his advice...
Steven P. Florio joined Florio Wealth Management Group in mid-2012 after several years working as an operations manager for a boutique tour operator based in Queens, NY. Prior to joining the workforce, Steven attended Holy Trinity...
Director of Estate Planning
Jason's mission is to help clients pass on more than just their money and he encourages others to think of estate planning as the best way to live a full and meaningful life...
Director of Communications
Beth Lamorgese joined Florio Wealth Management Group in 2020 after working for several years as a property manager at a real estate firm in NYC. She graduated from Hofstra University and holds a Bachelor of Business Administration with...
Chief Compliance Officer