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.

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.

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.