Our Principal Financial Advisor Group

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

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.

A couple sitting on the lake enjoying retirement.

Retirement Planning

Retiring Early? A Healthcare Subsidy Could Help

If you're thinking about retiring early, that is, before age 65, but losing your healthcare coverage plan is giving you pause, there might be a solution for you. Under the current...

paper design

News & Awards

HBKS Again Among Elite FT300 Firms

July 2, 2019 – For the sixth consecutive year, HBKS® Wealth Advisors (HBKS) has been named to the Financial Times’ “FT 300 Top Registered Investment Advisers.” The competition, which is also...

Cellphone users

Perspectives

Millennials, Smart Phones and Artificial Intelligence

I often hear complaints about how millennials are too tied to their smart devices. How will they be able to cope in the so-called "real" world when all they do with...

Old Victorian Style Home

Financial Planning

Reverse Mortgages: Convert Your Home into Income

An FHA-insured reverse or conversion mortgage works by allowing homeowners age 62 and older to borrow on their home’s equity without having to make monthly mortgage payments. As the borrower, you...

HikingCouple

Retirement Planning

Planning for Retirement: What Income Replacement Rate Will I Need?

The transition from retirement saver to retirement spender can be overwhelming. A life spent earning income, deferring taxes and accumulating invested assets quickly changes to life on a fixed income —...

Growing Savings

Retirement Planning

Let’s Talk About Your Employer-Sponsored 401(k): Roth or Traditional?

When the time comes to retire, you want to be comfortable with your financial situation. Choosing to save for retirement is easy; however, choosing how to save can be difficult. You...

More Articles

Our Advisor Teams

Learn More
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.

 

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