Dean Licata & Associates, LLC

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning. Our clients benefit from our unique technical capabilities and our love of everything family and business. We understand, better than most, that family businesses require a different set of skills than non-family owned companies. We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.

Founded in 1985, The Gaudino Group provides clients with authentic and holistic financial strategies. We design client plans in investment management, financial planning, tax planning, and estate planning. Our firm believes financial success can be achieved when all aspects of a person’s financial situation are efficiently handled. We help individuals pursue their financial goals by providing a strategic yet practical approach while seeking to provide the best customer service possible. Ultimately building long-term relationships with our clients.