Anthony leads client relationships and retirement planning at Strategic Wealth Partners, LTD., an SEC-registered investment adviser.
He is known for a practical, straightforward approach focused on helping clients navigate retirement transitions, tax exposure, and long-term income planning without unnecessary complexity.
With nearly two decades of experience across finance and capital markets, Anthony brings a disciplined approach to risk management and long-term planning. He works primarily with business owners, corporate professionals, pre-retirees, and retirees who want clarity and structure as they move into retirement.
Anthony regularly teaches retirement education seminars throughout New England, helping individuals better understand Social Security decisions, market volatility, and tax-efficient income strategies.
He works with clients locally and nationally through in-person and virtual meetings.
