Morristown-based wealth management firm welcomes New York firm 

businessman with financial symbols coming from hand

Morristown-based Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country, on Tuesday said it welcomed Delisanti Wealth Management to its firm. Led by owner and President Robb Delisanti, the practice oversees a reported $155 million in assets under management.

Based in Rochester, New York, Delisanti Wealth Management helps investors from every background, encompassing new entrants to the professional workforce, executives, pre- and post-retirees, small business owners and those seeking help on their financial journey. The firm embraces a deep commitment to personal finance and removing complexity and stress from one’s financial journey. Delisanti works primarily with investors from Kodak, University of Rochester, Xerox, L3 Harris and Bausch & Lomb.

After extensive research, Delisanti chose Private Advisor Group to gain access to the backing of an experienced Registered Investment Adivsor, compliance burden relief and a firm dedicated to ease of doing business and efficient operations. Private Advisor Group’s multi-custodian offering was also a key factor in his decision to join.

“Joining Private Advisor Group marks a significant milestone for Delisanti Wealth Management,” Delisanti said. “We are excited about the enhanced support and resources we can now offer our clients, enabling us to focus even more on their unique financial needs and goals. The alignment in values and the operational ease provided by Private Advisor Group and our new custodian Fidelity Investments, made this partnership a clear choice for us.”

“We are thrilled to welcome Delisanti Wealth Management to the Private Advisor Group family,” said Verne Marble, director of business development at Private Advisor Group. “Robb’s dedication to his clients and his commitment to providing personalized financial guidance align powerfully with our core values. We look forward to supporting the Delisanti Wealth Management team in their continued growth and success.”