Our Principal Financial Advisor Group

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  • 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.

Multi generational Family

Estate Planning

Designating Your Life Insurance Beneficiaries

Beneficiary planning is an integral part of estate planning, as life insurance, IRAs and annuities do not pass through a will but directly to the named beneficiaries. This type of planning,...

Personal trainer helping senior

Financial Planning

You Need a Personal Financial Trainer

Paying for something that you can do yourself might bring about the question: "Do I really need this?". In today's world where you can "YouTube" just about anything, someone who is...

Woman standing on Florida beach at sunrise

Financial Planning

Why are 800 People a Day Moving to Florida?

It's the big migration. Eight hundred people a day are moving into Florida. And not just for a beach vacation. They’re taking residence in the Sunshine State. Florida is attracting more...

Cryptocurrencies

Investment Management

Should You Invest in Cryptocurrencies?

Because of volatility, extreme movements in terms of value, cryptocurrencies represent more risk than most investors want in their portfolios. But like many investment options, there are nuances that deserve examination.

Business Owners

Leaving Your Business on Your Terms

There are many ways you as an owner can exit your business. It is important to understand your options and how to prepare yourself and your business for this inevitable event....

Investment Management

Gains are a Good Thing. So Why Rebalance My Portfolio?

Determining a strategic asset allocation within a portfolio is arguably the most important aspect of managing your investments. However sticking with that allocation and consistently placing trades — buys and sells...

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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.

 

  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.