Capital Wealth Investments

Sandra Galdieri Kosiba is a financial advisor with Capital Wealth Investments in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at Bernardo Wealth Planning, Mutual Securities, and Wells Fargo Advisors. She also works as an independent insurance agent, recommending health and life accident products to clients. Capital Wealth Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and other business entities. The firm employs customized asset allocation, continuous monitoring, and may use sub-advisors to implement alternative investment strategies, including private equity and hedge funds.

Tracy Zullo is a financial advisor with Capital Wealth Investments in Scranton, PA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked at multiple firms including Wells Fargo Advisors and Mutual Securities, Inc., and currently serves as Managing Director of Zullo Investment Group, a registered investment advisor. Outside of investment advisory, she operates as an independent insurance agent affiliated with several insurance companies. Capital Wealth Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm employs a two-advisor structure managing a high client load and utilizes multiple sub-advisors and strategies including borrowing and derivatives within separately managed accounts.