Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founder & CEO
Prior to forming ILG Private Wealth, John’s professional career was focused as the director of the estate, retirement and business planning departments of several law firms in Florida and Pennsylvania. Today, John brings over 35...
Director of Special Services
Now more than ever, women are redefining wealth, philanthropy and legacy planning. Whether women are preparing for retirement, leaving a marriage, selling a business, sending kids to college, or coping with widowhood – they have...
Client Care Coordinator
As the Client Care Coordinator for ILG Private Wealth, Pia is responsible for all client communication and business development. She works closely with all members of the team to help enhance client relationships. She strives to...