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Charles Vercellone, ChFC®, AIF®
Owner / Financial Advisor

Since 1984, I have been helping clients manage their wealth. Similar in background and values as those I serve, I strive to build relationships that go beyond the perspective of mere dollars and cents. I treat clients like family and friends, taking the time to explain everything so they feel comfortable and in control of their money.

I focus on retirement and education planning and hold the Chartered Financial Consultant (ChFC®) and Accredited Investment Fiduciary (AIF®) professional designations. I am an Investment Advisor Representative of Sigma Planning Corporation (a registered investment advisor) and a registered representative of Sigma Financial Corporation (Member FINRA/SIPC).  Wealth Strategies Group, LLC is not affiliated with either Sigma Planning or Sigma Financial Corps.


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