Custom Wealth Strategies - Home

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Who We Are

An Independent, Wealth Management and Retirement Consulting Firm.


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David Burgio's Practice

David R. Burgio, CPA PFS, Mary Lokken CFP®, Kristine Zanner, Joseph L. Fecio CPA CFP®, Brooke Tanner, and Michael Malaney

​Meet the Team​ 

Mission Statement

Only a ture independent financial advisor can provide objective investment guidance and a customized plan that will keep you on track to your individual or corportate goals.  With Custom Wealth Strategies, you have an entire team of knowledgable, experienced, and independent professionals dedicated to helping individuals, families, business owners, and plan sponsors make informed financial decisions.

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Jeremy Beck's Practice

Jeremy Beck, Trish DelPrince, Brooke Tanner, and Gwendolyn Bork

​Meet the Team​ 

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