Newburgh, NY Office

Team
Updated today

Client AUM

$4,325,919,565

Clients

6,151

Advisors

3

Of 67 advisors across 36 offices

Location

100 Stoney Brook Court Suite C

Newburgh NY 12550

Advisors at this office

3

Advisors at this office

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Maria S

CFP®

Newburgh, NY

Spire Wealth Management, LLC

Maria Sciuto is a CFP® professional with seven years of experience at Spire Wealth Management, LLC and five years previously at Forte Capital LLC. She is also a group exercise instructor at Gold's Gym, where she teaches group fitness classes. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm employs proprietary risk overlays and maintains joint-venture relationships to manage model portfolios.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
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David S

Series 63, Series 65

Newburgh, NY

Spire Wealth Management, LLC

David Speranza is a financial advisor at Spire Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Compass Asset Management and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as an NCAA baseball umpire. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-led and model portfolio solutions utilizing tactical, active, and passive strategies tailored to client objectives.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
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Ashley S

Series 66

Newburgh, NY

Spire Wealth Management, LLC

Ashley Squillace is a financial advisor at Spire Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Compass Asset Management Group, LLC since 2014. In addition to her advisory role, she works part-time as a fixed insurance sales agent. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
View complete list of advisors at this office
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