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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  • 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

Insights

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

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.

Estate Planning

SECURE Act: Plan Now to Protect Your Beneficiaries

Congress has passed and the president signed into law a bill that will change not only how you save for retirement, but how you'll retrieve your savings. Among its provisions, the...

Retirement Planning

Backdoor Roth IRA: A Savings Strategy for Higher Earners

A Roth IRA is attractive to many people because you contribute after-tax dollars and the earnings grow tax-free—when you withdraw funds in retirement you pay no income tax on your withdrawals....

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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.