For over 60 years, Romano Wealth Management has provided sound investment management services to our valued clients, supervising over $1 Billion in assets.

We’ve been managing your investments—like our investments—since 1962. Nothing hones one’s investment acumen like having your own money on the line, so that’s why we’re co-invested with you. Because the most attractive investment opportunities are rare, when one arises we use it across our client spectrum–and in our own profit sharing and personal accounts as well. Simply put, we seek ideas for our clients that we’d use—and do use—in our own portfolios.

Romano Wealth Management serves individuals, corporations, foundations, and trusts with investments in common stocks, tax exempt bonds, government securities, corporate bonds, and exchange traded funds (ETFs).

Romano Wealth Management

Joe Romano

This department oversees and optimizes organizational investment strategies and asset allocation.

Portfolio Management

This department oversees the strategic direction and operational efficiency of the organization.

Romano Wealth Management

Org chart

Teams

Portfolio Management

Executive Leadership

Offices

Romano Wealth Management

Org chart

Teams

Portfolio Management

Executive Leadership

Offices

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