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We Have Your Family’s Best Interests at Heart

For more than 35 years, we have empowered our client families to simplify and organize their full financial picture. Our experience in navigating the complexities of family dynamics and financial management can be a winning combination for building a strong foundation throughout your retirement and for your children and grandchildren.

With the best interests of your family at heart, we serve as your guiding light and financial advocate - today, tomorrow, and for generations to come. 

Our Process

Our Process

We understand that your family’s needs are as unique as you are. Our CAS team offers you an expansive range of personalized services that can address every facet of your full financial picture - from tax considerations and cash flow management to charitable giving and legacy planning.

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Our Story

Our Story

From a young age, the Ciccarelli children were led by their parents to “follow their dreams.” Now they help other families shape their financial future and follow their dreams. Our CAS team cares about the financial future of your family.

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Our Philosophy

Our Philosophy

Our core values and guiding principles serve as the bedrock for every relationship we share with our client families. As an independent registered investment advisory firm, we go beyond the role of fiduciary to proactively identify opportunities that can preserve and enhance your financial wellness.

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Helpful Content

Articles, videos, and more, for a financially savvier you.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.
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