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.

new car lot

Financial Planning

Your New Vehicle: Should You Buy or Lease?

Buy or lease? It’s been a legitimate and puzzling question for prospective new car owners for more than a half century. There are good reasons to go either direction.

Dad Helping daughters with homework, thinking about saving for retirement and college

Financial Planning

Your Retirement, Your Children’s Education: Let’s Do the Math

If you're a young couple with children, you’re tasked with at least two major savings initiatives: your retirement and your kids’ educations. Both require early and smart planning.

Glass Globe with Diversification Charts

Investment Management

The Benefits of a Globally Diversified Portfolio Approach

HBKS believes that a globally diversified portfolio that utilizes alternatives provides for the highest probability of success in meeting our clients' investment goals.

University or College Campus

Financial Planning

SAGE: Tuition Discounts for PA 529 Participants

If you are saving for a child's education, you might be using a 529 College Savings Plan. You might not be aware of one aspect of the Pennsylvania version of the...

Financial Planning

Widowed? Divorced? Social Security Benefits Await You

The Social Security Act was voted into law in 1935. Over the years, it has been amended frequently and today's law includes many provisions with which many Americans are unfamiliar. One...

Senior couple with man in wheelchair

Insurance

Let’s Talk About the Future

Thanks to medical science, what we’ve learned about taking care of ourselves, and perhaps old-fashioned evolution, people are living longer. It has spawned an entirely new concern for us humans: how...

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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.