Romano Brothers

Our Story

Romano Wealth Management is a family-run financial services firm proudly celebrating over six decades of success. Founded in 1962 by Richard C. Romano, our firm has evolved into a trusted advisor for individuals and institutions seeking personalized wealth management solutions. We take pride in our unwavering commitment to transparency, integrity, and personalized attention in every client relationship.

Our Team

Our team of experienced professionals combines deep industry knowledge, rigorous research, and personalized client service to deliver tailored solutions for every financial situation. Led by Richard Romano, our seasoned founder, and joined by his son, Joseph Romano, and a team of seasoned financial experts, we offer unparalleled expertise and dedication.

Retirement & Fixed Income Products and Services

• Comprehensive retirement planning and account management
• Portfolio optimization and risk management strategies
• Customized fixed income solutions for income generation and protection

Trust & Estate Planning Services

• Developing personalized estate plans to ensure your assets are protected and your wishes are respected
• Trust administration and executor services
• Guidance on inheritance and retirement planning

Cash Management Services

• Customized cash management solutions tailored to your financial goals
• Secure account management and transaction services
• Access to highly competitive interest rates on your deposits

Our Commitment

At Romano Wealth Management, we believe in building strong, lasting relationships with our clients. We take the time to understand your unique financial goals, risk tolerance, and aspirations. We offer honest, transparent guidance and work collaboratively with you to develop and implement a personalized plan that aligns with your needs and aspirations.

Our Values

• Integrity: Upholding the highest ethical standards and transparency in all our activities.
• Client Focus: Delivering exceptional client service and personalized attention to every account.
• Innovation: Continuously seeking out new and improved ways to serve our clients.
• Community Involvement: Actively engaging in community initiatives and supporting local organizations.