About Us | IronPath Financial

About

Creating a Clear Path to Your Goals with a Strategy Tailored for You

At IronPath Financial, we are dedicated to providing our clients with exceptional financial planning and wealth management services. Serving clients on the East Coast, with a presence in New York, Staten Island, and South Carolina, our team of experienced advisors is committed to understanding your unique needs and crafting tailored strategies that align with your goals.

Support Your Goals With Our Comprehensive Experience

Decades of experience in the financial industry and the tax business have equipped our team with the knowledge and skills necessary to address a range of financial needs. This allows us to craft strategies that are both innovative and grounded in proven financial principles, helping you pursue your goals with confidence.

A Tax-Focused Partner to Guide Your Assets

We understand that taxes play a crucial role in your overall financial health, and we strategically consider tax implications to maximize your wealth and minimize liabilities. With advisor presences in several states, we know that every state has its own tax-focused strategy nuances. By integrating tax intelligence into your plan, our goal is to help you grow and preserve your assets for the long term.

Our Core Values

These pillars are central to our practice, guiding what we do and how we help clients.

Personalized Guidance

We take the time to understand your unique financial situation and design solutions tailored to your needs. This ensures that you are at the center of your personalized plan.

Education-Forward

We dedicate time to ensuring you understand each aspect of your plan before making any decisions. Through education, we empower you to make informed choices about your future.

Business-Minded Strategy

As business owners, we understand the complexities of running a business, and we apply this knowledge to develop strategies that support your personal and professional financial goals.

Tax-Intelligent Perspective

We think strategically about all your assets. Our understanding of tax implications allows us to look at your situation uniquely, with the goal of ensuring that your plan is optimized for long-term success.

Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

A Team To Support You Every Step of the Way

Our team of experienced, strategic advisors brings decades of experience to help you make your financial goals a reality. With physical presences in New York, Staten Island, and South Carolina we are here to serve you.

Gregory D'Esposito, CWS, CWPP

Wealth Manager

718-487-9119

Eric "Rick" Sciulla, CWS, CWPP

Wealth Manager

718-487-9119

Take the First Step On Your Path

Share your financial and personal goals with us. Together, we’ll make a financial plan that helps you identify the steps to make your goals a reality.

Are You Ready?

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Who We Work With

We are dedicated to serving a range of clients, each with unique financial goals and unique paths to get to them.

Our Clients

Our Approach

Our independence allows us to offer you what we believe are the most suitable options to achieve your goals.

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The IronPath Financial team brings decades of experience to help you make your financial goals a reality.

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