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Team.

Experience with a human touch.

Your Team

Precision & partnership.

Our team blends analytical rigor with personal attention, working together to solve challenges and help your family move forward with confidence.

Vincent F. Gerardi, CFP®

Founder, Managing Director
Tyler Gunderson, CFP®, MBA

Managing Director, Private Wealth Advisor
Richard Morgenstern, CFP®, MBA

Managing Director, Private Wealth Advisor
Debbie Passalacqua

Senior Relationship Manager
David Willis

Practice Director of Operations
Paul Maldonado

Client Service Associate

About &Partners

We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.

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Every detail accounted for, every decision made with care.

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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