Expert advice

We leverage over 100 years of combined financial expertise to secure your future. Our team is here to guide you through every step of your financial journey with personalized, strategic advice.

Investment portfolio

Your portfolio is tailored to you. By understanding your priorities and following a strict set of rules, we ensure your investments work toward your goals.

Financial planning

It all starts with a solid foundation: your financial plan. We discuss your personal goals and long-term objectives, then devise a strategy to help ensure financial prosperity for life.

30 Years of Excellence

Look into the heart of our journey through the voices that matter most – our cherished clients. Their stories of success and satisfaction are a testament to our dedication and commitment. Join us as we reflect on three decades of building lasting relationships and delivering unparalleled service.

“When something happens to us, with joy or sadness we always reach out to them. They’re always there for us”

Deborah, client since 2000

 

How much do you need?

Nearly three decades in this industry have shown us that there are as many answers to this question as there are people. At Piazza Wealth Management, we’re not satisfied by growing your capital in a year or even a decade – we’re here to protect your lifestyle for the long term. With a time-tested investment approach and a full breadth of supporting wealth services, we’re here to guide you to, and through, a prosperous financial future.

Two people drinking tea.
Two people drinking tea.

Our wealth approach

Our comprehensive service starts with your detailed financial plan.

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Men doing paperwork on desk with computers.
Men doing paperwork on desk with computers.

How we invest

Our rules-based method is defined by independent thinking.

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Two people shaking hands.
Two people shaking hands.

Our partners

Extending our network to surpass your expectations.

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Your team

Our business is your success

Bobby L. Piazza

Bobby L. Piazza

Senior Portfolio Manager
Silvana D’Argenio

Silvana D’Argenio, F.Pl.

Financial Planner
Jenny Tsakalis

Jenny (Eugenia) Tsakalis

Wealth Associate
Camilo Menendez

Camilo Menendez, CIM

Associate Wealth Advisor
Karen Lipke

Karen Lipke

Associate
Shipra Adhikary

Shipra Adhikary

Associate
Paul Beltekas

Paul Beltekas

Associate
Bobby L. Piazza

Bobby L. Piazza

Senior Portfolio Manager
Silvana D’Argenio

Silvana D’Argenio, F.Pl.

Financial Planner
Jenny Tsakalis

Jenny (Eugenia) Tsakalis

Wealth Associate
Camilo Menendez

Camilo Menendez, CIM

Associate Wealth Advisor
Karen Lipke

Karen Lipke

Associate
Shipra Adhikary

Shipra Adhikary

Associate
Paul Beltekas

Paul Beltekas

Associate
 

How can we help you achieve your financial goals?

Book a casual introductory call to start our relationship off on the right foot.

 

Email: piazzawealth@rbc.com

Phone: 514-630-7841

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