At Romano & Romano Financial
Our primary focus is helping you reach your financial goals and providing the roadmap for how to get there. This commitment to excellence is strengthened by our experience and the values we share in common with you. The result is a distinct approach to creating custom solutions for helping you pursue your near-and-long-term investment goals.
Our Tailored Services
See how our services can offer the piece-of-mind knowing your finances are under exceptional professional care
Investment Management
Custom portfolio construction that aligns with your risk tolerance, time horizon, and objectives.
- Management of existing accounts, creating new ones, or rolling over from an employer-sponsored plan
- Tax-efficient approach
- Investing across a range of assets like stocks, bonds, mutual funds, ETFs, separately managed accounts, annuities, and more
- Constant monitoring of market conditions and portfolio performance
- One-on-one review of your portfolio's holdings throughout the year
- Assist with the establishment of trusts, charitable donations, and other specialized investing goals
Wealth Management Consulting
We take a holistic view of your financial position to determine your needs and how to best position you to meet your goals. Comprehensive wealth management will entail:
- Reviews of current investments, account balances, retirement and stock option plans, estate plans, insurance coverage, and tax projections
- Determining any gaps in coverages, over-concentration in stock, or other areas needing assistance
- Consultations with estate planning, insurance, and tax professionals on your behalf
- Retirement and tax projections before and during retirement
- Recurring net worth and asset allocation updates
- All services included in investment management
A Strategy for Success
As independent financial advisors, our objectives are always aligned with yours. Your goals, expectations, and risk tolerance drive every recommendation we make.
Our choice to partner with Commonwealth Financial Network®—a Registered Investment Adviser–broker/dealer with a more than a 45-year history and a client-centric service model that mirrors our own—helps us maintain our independence. It allows us access to the vast array of investment choices and strategies that the industry has to offer as well as the freedom to focus on what benefits you most, without pressure to promote a particular product or answer to a parent company's sales quotas. So, we can provide sound, independent guidance for your financial success.