I’m writing to share an exciting update and to introduce two trusted partners who are playing a growing role in the service and advice we deliver.

I’m proud to introduce Rachelle Allen and Sarah Smith, two outstanding professionals who bring deep experience, integrity, and care to everything they do. Their contributions have become essential to our clients and to the continued growth of our team.

To reflect our collaborative approach, we will now operate under a new name: Finucci Allen Smith Wealth. Though our branding is changing, our values and commitment to exceptional client service remain constant.

Rachelle and Sarah each bring a unique perspective, but they share a deep belief in personalized advice, long-term relationships, and helping clients make thoughtful financial decisions. I’m confident you’ll benefit from their expertise and care as much as I have.

I plan on sticking around for some time still and look forward to continuing to work closely with you. With Rachelle and Sarah by my side, I’m excited for what we’ll achieve together under the Finucci Allen Smith Wealth name.

Thank you for your continued trust and support. Stay tuned for our new weekly email "You're in Good Hands", launching next Tuesday.  

Warm regards,

Vito Finucci, B. Comm, CIM, FCSI
Senior Portfolio Manager & Investment Advisor