Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

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Joe Suozzo

Joseph Suozzo, Jr.

Financial Advisor

With over 20 years of experience, Joe Suozzo works with clients on a broad range of specialties, from IRAs and 401K Plans to individual wealth management and financial planning. Joe has 26 years of business ownership experience, which has given him a strong understanding of how to advise business owners with multiple investment, and tax efficient strategies. Joe is earnest in his approach to providing clients with objective advice, innovative strategies, and experienced guidance across all of their financial needs.

Joe holds series 6, 63, and 65 securities registrations with LPL Financial. He also holds his Property and Casualty as well as Life Accident and Health Insurance Licenses. He thrives when acting in his role as a fiduciary with an ever-changing regulatory environment. Joe earned his Bachelor of Arts degree in Communications with a Business minor from the University of New Hampshire.

While originally from New Jersey, Joe has been a New Hampshire resident for the last 40 years. He and his wife Melissa, reside in Bedford, NH, along with their children Isabella, Joey, and Sophia. Joe enjoys watching his children participate in a variety of activities and sports, including baseball, football, gymnastics, basketball, lacrosse, soccer, and skiing. Currently, he serves as a volunteer Board member and Coach of Bedford Little League. When not coaching or spectating sports Joe and his family enjoy their “self-built,” off-grid log home in Bethlehem NH.