Pizoli Wealth Management
The Pizoli Wealth Management group brings shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. Offering access to the global investing resources of Merrill and the banking convenience and lending solutions of Bank of America, we can assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial approach aligned with their goals.
We are proud sponsors of the following organizations:
NFL Alumni Association Philadelphia Chapter - Mount Laurel, NJ
The Indian Cultural Center - Voorhees, NJ
Our Focus on Aerospace & Defense Employees and Retirees
For more than a decade, our team has built a deep specialty in guiding employees and retirees across the aerospace and defense industry through every stage of the retirement process. Today, we work with hundreds of families from a leading organization in this sector, giving us firsthand insight into the unique pension structures, 401(k) plans, healthcare benefits, and retirement decisions that often accompany long careers in aerospace and defense. Because we "retire" through clients multiple times each month, we understand the nuances of industry‑specific retirement programs, Empower 401(k) options, retiree medical coverage, and the key decisions that can meaningfully impact long‑term financial security—especially for those who spent time in both represented and non‑represented roles.
Experience You Can Rely On
Our familiarity with the retirement and benefit frameworks allows us to simplify what can otherwise feel complex and overwhelming. Whether evaluating pension claiming strategies, navigating rollover decisions, planning around retiree medical options, or coordinating Social Security, we bring the experience of having guided many clients through similar choices—while still providing the personalized guidance each individual deserves. By combining technical expertise with decades of hands‑on experience serving professionals in this industry, we help you approach retirement with clarity, confidence, and a plan built around your goals.
You've paid into the system for years and now it's your turn to reap the rewards of your hard work. However, there are many rules governing when and how you can receive these funds. When you decide to...
We are excited to welcome back guest speaker Philip Orlando, CFA®, Chief Market Strategist at Federated Hermes. With over 40 years of industry experience, Phil is responsible for the formulation o...
Join us for an informative and engaging event featuring guest speaker Yasmeen S Khaleel, Esq, Chair, Business & Tax Practiceand Chair, Wills, Trusts & Estates Practice with Capehart & Scatc...
You only retire once; we help clients retire approximately 30 times a year from Lockheed Martin.
For years, you've worked hard, setting aside a part of your income for your retirement. The financi...
Like many people, you've worked hard over the years to build your wealth for a more secure future. But have you taken time to consider the effect that healthcare costs could have on your savings?
Pr...
"New Year, New You" right? The start of a new year is the perfect time to reassess your financial wellness and set goals for a brighter future. Using Merrill's comprehensive 12‑point Annual Financial ...
ChFC®, CFP®, CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
