Dave Zirretta

Executive Director, Financial Advisor, Senior Portfolio Management Director

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Whether you’re starting a family, funding a child’s education or addressing health care needs, we’ll work with you to create a roadmap to your future and help you achieve—and protect—your goals.

Products and Services For Families

529 Plans / Education Planning

Solutions for the many ways to save for a child's college education, including 529 College Savings Plans, Coverdell Education Savings Accounts and UGMA/UTMA.

Long Term Care Insurance

Helping clients protect their retirement portfolios by identifying a variety of long-term care solutions which provide security and peace of mind.

Trust Services and Accounting

Helping pair appropriate third-party trustees with your clients' trust accounts as well as assistance selecting an appropriate advisory solution for managing trust assets.

Estate Planning

Addressing the needs of your estate from helping families handle wills and legal documents to legacy planning and gifting to helping with family governance and wealth plan protection.

More Articles of Interest

The Wealth Organizer Worksheet

 This worksheet will enable you to strategically assemble the critical details of your financial life and clarify your financial goals.

Ready to start a conversation? Contact Dave Zirretta today.

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