The Luisi Group
| Our team is committed to delivering thoughtful, relationship‑driven guidance that supports the financial success of privately-held businesses and the long‑term stewardship of family legacies. We strive to provide clarity through complex decisions, create strategies aligned with each client’s values and vision, and ensure that the wealth built today becomes a foundation for opportunity, security, and continuity for generations to come. |
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We are dedicated to helping business owners, entrepreneurs, and multigenerational families navigate the complexities of managing, growing, and transitioning wealth. With decades of combined experience across wealth management, business succession, investment strategy, and family governance, our team delivers thoughtful guidance tailored to the unique needs of privately held businesses and the families behind them.
We understand that a business is more than an asset—it's a legacy. That's why we partner closely with clients to address the full picture: from liquidity events and tax‑aware planning to next‑generation education and long‑term family stewardship. Our collaborative, relationship‑driven approach ensures that every strategy aligns with your vision, values, and goals.
Whether preparing for a sale, planning for retirement, or laying the groundwork for future generations, our team provides the clarity, structure, and confidence you need to make informed decisions. We are committed to helping you protect what you've built, preserve your family's story, and create opportunities for those who will carry it forward.
CEPA®, CFP®, CPFA®
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.
