At Vassalo & Associates Private Wealth Management,

we offer you a synchronized approach to your financial well-being.


Our team is committed to providing you with superior wealth management by creating tailored strategies to fulfill every aspect of your short-and long-term financial needs. This includes becoming your partner in education, which will provide you with clarity and confidence in every decision you make. 

We collaborate closely with a team of trusted experts who can play a key role in the management of your wealth by connecting relevant data to the fulfillment of your dreams. We specialize in tax and estate planning, insurance protection, investment lending and business succession to guide you in important financial decisions. 

Think of us as your sounding board. You can rest assured that we will work diligently to earn and maintain your trust as we help you stay on track as you move toward your personal and investment goals.

Meet Our Team