We are dedicated to providing investment management and strategic wealth planning that is right for you.

Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.

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A More Personal Approach to Financial Planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

Our Process

Our Values

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our advisor’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
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Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
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Asset Management

You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
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Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
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Our Team

Vito Abbondandolo CPA/PFS, CIMA®, CPWA®, RMA®

Founder & Chief Investment Officer

I founded Abbondandolo Wealth Management because I wanted the people in my community to have prudent and unbiased financial advice. My team and I specialize in helping business owners, executives, and independent professionals protect their financial lives and grow their wealth. What makes us different is that we want to serve as your personal Chief Financial Officer.

Brian Abbondandolo CPA, CFP®

Investment Advisor Representative

I joined Abbondandolo Wealth Management to help our next-generation clients create strategies to achieve all of life’s important milestones. From funding a college education to preparing for retirement, I specialize in creating flexible financial strategies that put our clients on the path to their goals.

Carol Mammone CPA

Investment Advisor Representative

I am a licensed CPA in New York and an investment advisor representative with over 25 years of experience helping individuals and small business owners tackle their complex financial problems. I also enjoy working with women who may be taking control of their finances for the first time.

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Check Out Our Accounting and Tax Services

Recent Blogs

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7 Milestones At Age 50 & Above

Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement...