About RPG Wealth Management, Inc.

 

RPG Wealth Management Inc. is a full-service financial firm offering solutions through Cabot Lodge Securities LLC.  Accounts are held at RBC Correspondent Services and have full access to the substantial platform of investments and technology offered by them.  I am committed to helping people pursue their financial goals by offering a wide range of financial products and services to individuals and business owners.   You will be better able to identify your goals and make sound decisions to help achieve financial freedom with my efforts in providing personalized investment advice.  RPG Wealth Management is a member of the Syosset/Woodbury Chamber of Commerce, and a Gold Sponsor for the 2019 Chamber Street Fair to be held on 9/15/2019 in downtown Syosset.

After working for over 30 years in the securities industry as a financial advisor, branch manager, municipal and options principal, I decided to start RPG Wealth Management, Inc. to allow my clientele and myself to access one of the leading investment banks, RBC Correspondent Services, offering competitive fixed income pricing, a broad investment advisory platform, well-staffed sales and trading departments that nicely complement my suite of consulting services.



Please call me at 516-393-5935 if you have any questions about my firm or the range of financial products and alternatives available. I have a relationship with a variety of financial services companies, so if  a specific solution isn't readily offered, I will do my best to investigate it for you.