Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. 

It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere.

In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals.

We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300. 

Fortis Lux Financial

Thomas J. Picone

Mena Ricciardi

Bernadette M Walsh

Julio G.

Pedro Batista

Sanjay Prasad

Emilio Rivera

Roman Moldavsky

Jennifer Belcolore-Arguello

Max Margulis

Alyson Cohen

The Financial Services Team at Fortis Lux Financial provides bespoke financial planning and advisory services to clients in NJ, NY, and CT. This team of dedicated professionals collaborates to develop personalized strategies, encompassing investment management, insurance solutions, and comprehensive financial planning, to help clients achieve their financial goals. Through a holistic and creative approach, they offer individualized experiences within a family-office atmosphere, addressing financial challenges and unlocking new opportunities.

Financial Services Team

Leadership Team

Business Development Team

Financial Services Team

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Team members

Other teams at Fortis Lux Financial

Leadership Team

Business Development Team