Broker Check

Founders

The decision to start our own business came quickly and easily and on February 1, 1991 we opened our doors for the first time. It ended years of clients asking “when are you going to start your own business?," which all three of us heard frequently. Joan and Paul had been working together since he joined her at Gary Goldberg & Company in 1983. When Louise, who had worked seven years at Dean Witter and Company, was given the opportunity to join us, we acted quickly to start of own firm. We were excited by the number of clients who came with us, retaining over 90% of them. Our focus was always on our clients and now we had a place, under our own name, that allowed our family to take care of your family in both a personal and professional way. 

 

 

Pictured above, Paul V. Orazio (left), Louise Orazio Mason (right), and Joan Orazio (seated).  Photo taken in 1991.

The firm grew to manage over 350 client families by 2000. In that same year, after nearly thirty years in this industry, Joan decided to retire in December. What a remarkable career she had. Her tireless efforts in providing holistic and unbiased planning advice still benefit her clients to this day. By 2000 Louise had survived breast cancer and was back to work full time, but in 2004 she was diagnosed with Leukemia. She lost her battle with cancer in October of 2005 and her legacy lives on in the lives of her children and the memories of the clients she worked so hard for. Paul is the last of the founders and his commitment to the philosophy of a client-centered practice remains as strong today as it did in 1991. Over 150 families that began with us in 1991, including the children and grandchildren of our clients, are still with us today. In the time since our founding our firm has increased fourfold, managing over 600 client families. We are proud of our commitment in providing the best advice and service to our clients, whom we consider our extended family.  

 

 

Joan P. Orazio, CFP®

 

Paul V. Orazio, CFP®

 

Louise Orazio Mason, CFP®