Cifelli Wealth Management

Cifelli Wealth Management embodies "old school" morals such as integrity, discipline, honesty and work ethic. We then look to apply and combine these attributes with "new school" technology and research to offer clients customized investment advice and outstanding service. We believe, in a world where broken promises and poor service have all too often become the norm, our team continually strives to exceed our clients' expectations. At Cifelli Wealth Management, we proudly seek to transcend the client relationship. We treat our clients like family!

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Team photo for Cifelli Wealth Management
Team photo for Cifelli Wealth Management

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Advisors

Anthony J Cifelli Jr

CRC®, CRPC

Private Wealth Advisor

Managing Director
Visit Anthony J Cifelli Jr's website

Anthony Cifelli

APMA

Financial Advisor

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Clarence Marshall III

CFP®

Financial Advisor

Vice President
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William Francis Corcoran

Financial Advisor

Managing Director
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Louis J Perry

Financial Advisor

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Team

Roberta Cifelli

Roberta Cifelli

Client Service Associate,

Practice Manager
Purcy Lai

Purcy Lai

Client Service Associate