Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

Since 2001, Anthony Trupiano has been helping individuals and family businesses retire well. We are proud to be an independent firm, rather than working for a Broker Dealer, Bank or Insurance Carrier. Anthony Trupiano is a true independent Fiduciary, meaning he must by law act in his clients’ best interest and ensure his clients have access to the best and widest selection of financial and insurance products available.


Anthony R. Trupiano CEO/Founder

Anthony’s motivation for his now 30+ year career in the financial industry began at age 16, when his father passed suddenly of heart failure at age 45. His family’s lives were turned upside down after learning his father did not have life insurance or financial planning in place. Anthony’s mother was forced to sell their home and move over an hour away for a job. Anthony and his twin brother then stepped up to help support the family, entering the working world at the young age of 16.

Anthony’s teenage hardships fueled a passion for helping as many families as possible to properly plan their finances. Today, he is a Certified Family Business Specialist (CFBS), an Investment Advisor Representative (IAR), as well as an Independent Fiduciary. Anthony has written two books, “INSURANCE LIES” and “SAFE MONEY.”

Anthony holds a Series 65 securities license (Fiduciary), providing advisory services nationwide, as well as a Life & Health insurance license in Florida, New Jersey, Pennsylvania, New York, North Carolina, South Carolina and Arizona. He also earned a Bachelor of Science degree in Business Management & Marketing.

Anthony and his wife, Sally, have been married since 1991. They have two daughters, Jessica and Brianna, and three grandchildren, Ryan, Audrey and Mason.


Sally R. Trupiano CFO & Co-Founder


Brianna Taylor Director of Marketing & Communications

Ready to Take

The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 866.640.7897