Our Principal 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

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.

Market Commentary

Outlook for Economic Growth Brightens

For most of the first quarter of 2019, many economists were pessimistic about the prospects for global economic growth the rest of the year. Concern was mounting that global growth would...

Investment Management

Behavioral Insights

Research — and there’s plenty of it — suggests a gap between what investors want from a financial advisor and what a financial advisor should provide. Both sides want the same...

Checking your credit

Financial Planning

Good Credit: Your Most Important Financial Asset

It's no stretch to say that establishing good credit is the most important thing you can do in your early financial life. Credit scores play a huge role — now and...

Retaining employees

Business Owners

You Can Attract and Retain Key Employees

If you have ever run a closely held business or worked with senior executives at a large corporation, you know key executives and employees are the lifeblood of an organization. Good...

Professional Art Gallery

Financial Planning

Collectibles Could Diversify Your Portfolio as They Bring You Joy

Do collectibles belong in your investment portfolio? Investing in something you are passionate about can be as emotionally satisfying as portfolio diversifying. Who would argue the gratification associated with running through...

Couple Retirement Planning

Retirement Planning

The Roths: 401(k) vs. Roth IRA. Which is better?

Roth 401(k) plans and Roth IRAs are similar retirement plans in that both are funded by after-tax dollars, that is, income you’ve already paid taxes on. They also both offer qualified...

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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.