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Joseph G

Series 63, Series 65

New York, NY

Imperity Wealth Alliance LLC

Joseph Granato is a financial advisor with Imperity Wealth Alliance LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Signator Investors, INC., LPL Financial, and Comprehensive Financial Partners. Granato also conducts fixed insurance sales as part of his professional activities. Imperity Wealth Alliance LLC is a registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of wealth management, retirement plan consulting, employee benefits, insurance, tax planning, and risk-management services with approximately $139.7 million in assets under management.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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John O

CFP®, Series 63

New York, NY

Imperity Wealth Alliance LLC

John Osorio is a financial advisor with Imperity Wealth Alliance LLC and holds the CFP® and Series 63 designations. He has 34 years of industry experience, including prior roles at Comprehensive Financial Partners, Commonwealth Financial Network, LPL Financial, and INVEST Financial Corporation. Outside of advising, he is involved in tax preparation through Comprehensive Financial Partners. Imperity Wealth Alliance LLC provides financial planning and discretionary portfolio management to individuals, retirement plans, charitable organizations, and businesses, offering a broad range of services including wealth management, retirement plan consulting, insurance, tax planning, and risk-management solutions. The firm employs an open-architecture investment approach, combining in-house and third-party strategies tailored to client needs.

Wealth management Retirement income strategy Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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