Custom Wealth Strategies - Home
Who We Are
An Independent, Wealth Management and Retirement Consulting Firm.
David Burgio's Practice
David R. Burgio, CPA PFS, Mary Lokken CFP®, Kristine Zanner, Joseph L. Fecio CPA CFP®, Brooke Tanner, and Michael Malaney
A true independent financial advisor can provide objective investment guidance and a customized plan that will help keep you on track to your individual or corporate 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.
Jeremy Beck's Practice
Jeremy Beck, Matthew Pitrola, Trish DelPrince, Brooke Tanner, and Natasha Morales