Realize your potential.

See how personal financial planning can help set you on course to achieving your life goals.

Meet Your Leadership

John Osorio and Joseph Granato, skilled financial advisors, have a deep commitment to their clients' financial well-being. With a wealth of experience, they established their own firm driven by a desire to offer bespoke financial solutions.

Their passion lies in demystifying finance, tailoring strategies to individual goals. John Osorio and Joseph Granato's mission is to empower individuals and families, helping them secure their financial future and build enduring legacies.

Meet Our Team

Local firm. National presence.
You get the best of both worlds.

We are committed to delivering on your financial goals. Our affiliation with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer, gives us invaluable resources and experience to assist us in fulfilling that promise.

Being independent Advisors means we’re free to make recommendations based on what’s right for you, without pressure to promote proprietary products or strategies. You’ll also get access to research that enables timely insight into market opportunities and innovative investing technologies.

How We Serve Individuals and Families

Comprehensive Financial Planning

Estate Planning

Tax Planning

Retirement Planning

Risk Management

College Planning

View Services

Your plans and growth are personal to us.

Get in Touch