Sgroi Wealth Management, Inc.

09/24/2025

Finally some good news about interest rates!

What’s happening this week in economics? Deloitte’s team of economists examines news and trends from around the world.

02/25/2015

Is February almost over? How time flies! Since Jason is back in the office after welcoming the newest addition to his family, Christiano Anthony, we will all be discussing setting up our next seminar later this week, and are curious to hear from you: is there anything you would be interested in learning more about?

02/04/2015

The seminar was a great success! We want to thank everyone for coming. We are still working on getting everybody's information updated in our systems, so we thank you for your patience as I slowly go through the responses.

Hope everyone is staying warm through this cold - I can't be the only one counting down until spring!

01/09/2015

Our seminar, Outlook 2015: In Transit will be here sooner than you know it! Have you sent in your RSVP? They're due by January 16! We still have a seat or two left on each day and would love for you to attend - if you have not mailed back your response feel free to visit our Events page (below) for more information and to RSVP!

If you are curious about what LPL Financial is forecasting for the markets for 2015 and how it could affect you, don't miss out!

Information about upcoming events and seminars provided by Sgroi Wealth Management

12/26/2014

All of us at Sgroi Wealth Management hope you had a lovely holiday, and we send you the best of wishes for the New Year!

12/22/2014

The invitations for our upcoming seminar, "Outlook 2015: In Transit" held in late January, have been mailed! I am very excited for the presentation, as it is highly informative, and paints a positive picture for how 2015 could turn out. We hope to see you there!

12/04/2014

Our website is officially live! Visit us at our site to learn more about our firm, what we offer you, and how to get involved in your financial future.
Updates are still coming, so make sure you keep checking back with us!

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11/26/2014

We're getting ready for our Thanksgiving here in the office. We are all very grateful for the year we've had, with new surprises and additions, getting ourselves active on the internet and increasing our connection with our clients. We all are very lucky to have so much to be grateful for! Thank YOU for giving us that reason to be thankful and grateful; without you, we wouldn't be here!
Wishing you and yours a very happy, healthy, and safe Thanksgiving weekend!