Justin PatellaroCFA, CPA, CFP
Wealth Advisor
Contact Justin
I help clients achieve their dreams, big or small, by guiding them towards financial peace of mind.
Justin helps clients plan for their financial future. He considers clients goals, risk tolerance and current situation to recommend investments and create a plan to grow and protect client's wealth.
When you work with Justin, you can expect a personalized approach to tax-advantaged wealth management. He will work closely with you to understand your financial goals and risk tolerance and develop a strategy that utilizes a tax-efficient approach to help you achieve your goals.
Outside of work, Justin enjoys unplugging — spending time outdoors, hiking and fishing.