HBKS Wealth Advisors

At HBKS Wealth Advisors, we want you to succeed in the manner and way you define success.

Since 2001

HBKS^® is the wealth management division of HBK, one of the nation’s most resourceful providers of comprehensive financial services, a collaboration of more than 500 professionals, experts in the widest range of disciplines, working locally from offices in Pennsylvania, Ohio, New Jersey, New York and Florida.

Our Principal Financial Advisor Group

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Christopher M. Allegretti, CPA Managing Principal and CEO
Stephen C. Schramm, CFP®, CPA/PFS Principal, Senior Financial Advisor
R. Dean Piccirillo, CFP®, CRPS®, AIFA® Principal, Senior Financial Advisor
Richard C. Morrow, CPA, CFP® Principal, Senior Financial Advisor
Gerald W. Hall, WMS Principal, Senior Financial Advisor
Ryan Furtwangler, CFP® Principal, Senior Financial Advisor
David Darwish, CFP® Principal, Senior Financial Advisor
Scott Cross, CFA Principal, Chief Operating Officer
Matthew Costigan, CFP®, CPA/PFS Principal, Senior Financial Advisor
Quinto F. Ambrosetti, CFP® Principal, Senior Financial Advisor
Christopher N. Sorce, CFP® Principal, Senior Financial Advisor
Dan E. Baer, CPA, PFS Principal, Senior Financial Advisor
James A. Arcoraci, CRPC® Principal, Senior Financial Advisor
William F. Casey, III Principal, Senior Financial Advisor
Augustine A. Repetto, MST, CFP® Principal, Senior Financial Advisor
Brian Sommers, CFA Principal, Chief Investment Officer
Gregory J. Sorce, CFP®, MSFS Principal, Senior Financial Advisor
Steven Rinn, CFP® Principal, Senior Financial Advisor
Brittany Taylor, CFP® Principal, Senior Financial Advisor
Brian Mallette, CFP® Principal, Senior Financial Advisor

Insights

Special Needs Boy with Teacher — Financial Planning

Your Special-Needs Child: Planning for a Financially Secure Future

Planning for the future of a special needs child goes beyond therapy appointments, Individualized Education Plans (IEPs) and medical assistance. programs. Parents of children with special needs should pay close attention...

Financial Planning

Grandparent-Owned 529 College Plans: The Key to Maximizing Financial Aid

A 529 plan is one of the more popular college savings tools. Here are some ways grandparents can help.

Retired couple walking on beach — Retirement Planning

Beware: Is IRMAA After Your Social Security Dollars?

In an attempt to keep Social Security funded, the IRS is implementing a provision called IRMAA or Income Related Monthly Adjustment. Essentially the intent is to generate funds from wealthier taxpayers,...

Estate Planning

Remarrying? Better Do Some Estate Planning

More than half of people over 55 who lose a spouse to death or divorce are remarrying. But a word of warning — actually two words: estate planning. Whether you have...

Inflation — Financial Planning

Inflation: A Key Financial Planning Concern

Inflation may be hardly noticeable, but over time, it can dramatically increase the cost of almost everything.

Small Business Owner Couple — Business Owners

Selling Your Business? Consider a Two-Step Sale

Selling your business might be the most significant and impactful financial transaction of your life. You owe it to yourself to understand and consider all your options.

Our Advisor Teams

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We know you have options. The landscape is crowded with individuals calling themselves “financial advisors.” But from this disarray, HBKS advisors distinguish themselves by the characteristics that are most important to you as an investor, achieving your investment objectives.

We are independent.
We work first to understand.
We tailor your portfolio to you.
We are not too big to be small.
We live and work where you do.
You can count on our integrity.