After spending several years at a large financial company, Rob started U.S. Wealth Group to use his independent research to provide world class personal service where client’s interest always come first. Rob graduated from Binghamton University with a degree in Economics and completed his financial education at NYU. A distinguished expert in portfolio management, he has been invited to speak at both industry and community venues. Rob lives in Brookville, New York with his two daughters; Isabella and Charlotte.
“I strive every day to use my talents to make a positive impact in the lives of our many clients. I’m always asked where my drive and passion come from. Since I grew up in a traditional Italian family where many of them are entrepreneurs, there’s no doubt that my family and my desire to create a better life for those I care about are the two greatest motivating forces in my life. I have been working with clients for over two decades helping them manage their wealth. I take the time to understand what’s really important to my clients and what they are looking to achieve in life both personally and financially. The major benefit clients receive working with us, besides the obvious investment advice is the confidence that they are doing the absolute best they can with what they have in order to achieve all that’s important to them and their families. Our wealth management process focuses on five distinct areas; investment management, mitigating income taxes, taking care of heirs, protecting assets from being unjustly taken and charitable planning. When I was about 9 my parents remodeled our house so that my grandparents could live with us. They already owned a house and I didn’t understand why they had to leave. My grandfather was a successful businessman in the California wine industry in the 1940’s and 1950’s. Even though they had done well for themselves and enjoyed great success in business they lacked the proper guidance to plan for their future and their retirement. I’m committed to avoiding the same fate for my family and for the families I have the privilege working with. Our clients include successful business owners and executives building their wealth for retirement and retirees, widows and divorcees living off their assets. While our clients seem diverse, what really resonates with us is that they are driven by taking care of their family. They are family stewards and they enjoy the freedom and independence and the lifestyle they’ve built. The want us to help maintain and perpetuate that for future generations. I spend as much time as I can with my family when I’m not working. Whether it’s getting away to Vermont to take advantage of the great skiing or riding our bikes down to the beach to put our feet in the water, tending to our vegetable garden or exploring a new corner of the city, there’s no greater pleasure in the world for me than spending time with people I love. If you’re confused about the financial landscape today and would like some intelligent professional guidance that puts your interest above all else or simply want a complimentary second opinion from an expert to verify that you’re doing the absolute best you can with what you have, we’re here for you. “