[ how we do it ]
What Drives Us
We believe in frameworks — not fluff. Our role is to help you make high-impact financial decisions with clarity and speed, without slowing down your life or your business.
Structured thinking
Personalized advice
Continuous advocacy
Peter Sciortino, MSFS
LPL Financial Advisor
Business Philosophy
With over 22 years of experience in the financial services industry, my focus is on educating clients about the fundamentals of personal finance and investment planning. I believe that each person has unique goals and dreams, and I am committed to helping them turn those aspirations into reality.
Background
I hold a BS in Accounting from Rutgers University and a Master of Science in Financial Services (MSFS) from Saint Joseph’s University. Throughout my career, I have worked with top institutions including JP Morgan Private Banking, Wachovia Securities, Prudential Financial, and Beneficial Advisors. These roles have provided me with extensive experience in Financial Planning, tax planning, Portfolio management, and Estate planning.
Professional Qualifications
MSFS - Master of Science in Financial Services
Series 7, 65,63,26 securities registrations held through LPL Financial
NJ and PA Life and Health Insurance licenses
Active member of the Burlington County Chamber of Commerce
Member of the Estate and Financial Counsel of Southern New Jersey
Personal Life
I live in Mount Laurel, NJ with my wife and two children. Outside of work, I enjoy watching and attending sporting events, I am a founding member of Holy Cross Preparatory Academy and currently serve as the Chair of the Board of Trustees. I enjoy spending time with family, outdoor activities and have a passion for cooking, traveling, and visiting professional sport stadiums.
Wesley Frazier
LPL Financial Advisor
Business Philosophy
My goal is to build lasting relationships with clients by providing financial education and investment advice based on personal goals and objectives. By exhibiting courtesy and professionalism, I aspire to establish trust and a close relationship with every individual.
Background
I graduated from West Chester University with a Bachelor of Science in History where I studied education. Prior to joining Beneficial Bank in 2005, I worked with children as a counselor and was employed as a social studies teacher in Bensalem Township School District.
Professional Qualifications and Registrations
- Series 7*
- Series 66*
- Life and Health Insurance
*Currently held with LPL Financial
Personal Life
Born and raised in Bucks County, I currently live in Levittown with my wife, Katie. We have two young children named Lorenzo and Caterina. I grew up in Bensalem, where I am a member of the Historical Society and 2024 Inductee to the Sports Hall of Fame.
I still lace up my basketball sneakers occasionally and rarely miss a 76ers game. My other hobbies include local dining, film, and travel. Most recently, my love of music has monopolized my spare time. Many evenings you can find me listening, "In Stereo, Where Available" to one of my set ups.
Lastly, I've always appreciated time spent with family and friends but treasure it even more with age.
Dan Zimmerman, AIF®
LPL Financial Advisor
Business Philosophy
As an Accredited Investment Fiduciary, I pledge to promote and embrace the highest standards of prudent ethical behavior for all those who choose to place their financial trust in me.
When you want someone to simplify complex financial matters at any phase of your life, I am here to advocate for you and your family. Whether you are still in school, starting a family, planning to pay for college, approaching retirement, or have already retired, I can help make your best possible financial decisions every step of the way.
If you give me one percent of your trust, I will earn the other ninety nine.
Background
I graduated from Upper Darby High School and The University of Miami, both with honors. Having over twenty years of experience in providing progressive strategies based upon each client's individual objectives, I am proud to be certified as an Accredited Investment Fiduciary.
Professional Qualifications
Accredited Investment Fiduciary. Series 6, 7, 63, 65, 24 securities registrations currently held with LPL Financial. Health and Life Insurance licensed in PA, DE, NJ, VA, and FL.
Personal Life
Currently residing in Downingtown, PA I have been married for over thirty years and have been blessed with two beautiful daughters and two granddaughters. My hobbies include golfing, pocket billiards and the attending theater, to name a few.