Michael T. Moretti Jr.

Michael T. Moretti Jr., is the firm’s Wealth Manager, Mike assists our clients in achieving their goals through detailed interactive financial planning and proper asset allocation.  Michael has a Bachelors degree in Business Administration from Bryant University, and holds FINRA Series 66, 7, & 24 licenses in addition to life, health and variable licenses.  Mike’s knowledge is in portfolio analysis and construction, which enables him to develop unique strategies that meet the clients objectives.