Strategies For Wealth

Integrity Advisors Pension Consultants, Inc.

My Mission Statement:

I help my clients navigate through the myriad of options of contemporary wealth management and identify the tools needed to build upon their wealth. As part of a family business, I devote myself to long-term business relationships driven by trust and partnership.

Insurance Licensed In:

California, Connecticut, Florida, Georgia, Massachusetts, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas

Securities Licensed In:

California, Connecticut, Florida, Georgia, Massachusetts, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas

Education and Training:

BA from Stonybrook University

Specialized Services Offered:

Retirement Planning Strategies
Business Planning for Small and Medium Businesses
Qualified Retirement Plans
Estate Planning and Preservation
Insurance Planning
Investment Planning and Strategies

About Me:

Matthew Gaglio is a principal of Integrity Advisors Pension Consultants Inc., a multi-faceted financial services organization serving the individual and business communities. He is a Financial Advisor/Registered Representative, who is qualified to advise Certified Public Accountants, Attorneys and business owners. Matthew specializes in assisting self-employed business owners and independent professionals in recovering substantial tax dollars legally and professionally. Specific areas of focus include strategic advice with the changes in current tax law, qualified/non-qualified pension and executive benefit retirement trusts, qualified tax shelters, estate and distribution planning, asset protection, investment strategies, and individual planning for high net worth individuals.

Recognition & Awards:

Matthew Gaglio is recognized as a member of "Top of the Table", President's Council Producer, and "Million Dollar Round Table" qualifier ranking him within the top 10th percentile nationally.

URL:

http://strategiesforwealth.com/matthewgaglio