After several years at a major financial firm, Rob founded U.S. Wealth Group with a simple mission: to provide world-class personal service guided by independent research, where the client’s best interest always comes first.
Rob graduated from Binghamton University with a degree in Economics and completed his financial education at NYU. A recognized expert in portfolio management, he has been invited to speak at both industry and community events. He lives in Brookville, New York, with his two daughters, Isabella and Charlotte.
Rob graduated from Binghamton University with a degree in Economics and completed his financial education at NYU. A recognized expert in portfolio management, he has been invited to speak at both industry and community events. He 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 clients. People often ask where my passion comes from. Growing up in a traditional Italian family full of entrepreneurs, I’ve always been motivated by my desire to create a better life for the people I care about.”
Rob has spent over two decades helping clients manage and grow their wealth. He takes the time to deeply understand what matters most to them—personally and financially—so he can help them make the most of what they have.
The greatest value his clients receive isn’t just investment advice—it’s the confidence that they’re doing the absolute best they can to achieve what’s most important for themselves and their families.
Rob’s wealth management approach focuses on five key areas:
The greatest value his clients receive isn’t just investment advice—it’s the confidence that they’re doing the absolute best they can to achieve what’s most important for themselves and their families.
Rob’s wealth management approach focuses on five key areas:
- Investment management
- Minimizing income taxes
- Taking care of heirs
- Protecting assets from unjust loss
- Charitable giving and legacy planning
“When I was nine, my parents remodeled our house so my grandparents could move in with us. I didn’t understand why they had to leave their own home—they had been successful business owners in California’s wine industry in the 1940s and ’50s. But they lacked the guidance needed to plan for the future. That experience shaped my commitment to help families like mine avoid similar outcomes.”
Rob works with successful business owners and executives building wealth for retirement, as well as retirees, widows, and divorcees living off their assets. While his clients come from different walks of life, they share one thing in common: they are stewards of their families' futures.
They value the lifestyle they’ve built and want help preserving it for the next generation.
When he's not working, Rob spends as much time as possible with his family—skiing in Vermont, biking to the beach, gardening, or discovering new spots around the city.
They value the lifestyle they’ve built and want help preserving it for the next generation.
When he's not working, Rob spends as much time as possible with his family—skiing in Vermont, biking to the beach, gardening, or discovering new spots around the city.
“If you're feeling uncertain about the financial landscape and want clear, intelligent guidance that puts your interests first—or if you'd simply like a second opinion to ensure you’re doing everything you can with what you have—we're here for you.”