Egidio Assante Wealth Management, LLC, is an independent, full-service, professional financial consulting firm. During the past 15 years, we have given guidance to clients in the areas of retirement, estate, investment, and tax planning.

The financial arena has really grown over the past years, and it takes a team to recognize all the opportunities available to investors. Mark J. Egidio has built a team of professionals. He knew with their combined years of financial experience and a world of resources, investors could pursue their targeted objectives. Our team wants to help you focus on your investment return while managing your investment risk—their planning provides a strong foundation to support your financial independence.

Our goal has been to offer our clients the best of everything that the financial and insurance markets have to offer and to do so with unsurpassed service. The best way to accomplish this mission is to do so in an independent environment. This requires having no affiliation with any one investment company or product. As a result of this independence, we feel we are sending a clear message to the community of our commitment to work solely for the benefit of our clients and no one else.

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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