Stratos Wealth Partners, a Stratos Wealth Network company, has welcomed Scott Gegerson, CFP and his firm, Truvium Wealth Management, to its network of independent financial advisors.
Gegerson serves approximately USD120 million in brokerage and advisory assets under management.
Formerly with Park Avenue Securities and Truvium Financial Group, the transition comes as part of a succession plan with original Founder and CEO, Nick Palumbo, who will remain a strategic partner to Truvium Wealth Management.
“Truvium provides comprehensive wealth management and financial planning for executives, business owners and families. Above all, we are committed to instilling knowledge and clarity for our clients. Only with a truly accurate sense of one’s financial situation can a person make sound choices in planning their financial future. Our partnership with Stratos Wealth Partners and LPL Financial will enable us to provide the care, experience and focus we seek to provide,” says Gegerson.
Michael O’Brien, Managing Partner with Stratos, says: “It is great to be part of helping Scott fulfill his vision and goal of running his own wealth management firm. Our fit with each other became absolutely clear based on the care he placed in his decision and the focus he had through the transition.”
“The team at Stratos is excited to welcome Truvium” says Jeff Concepcion, CEO and Founder, Stratos Wealth Network. “We’re confident that our new partnership will allow Scott and his team to continue to give best in class service and care to their clients. We look forward to supporting their rapid growth and continued success.”
Joining Truvium is Mary Cusumano, an experienced Client Services Specialist, as a key part of the firm’s transition into independence. The team is based in Stratos’ new branch office in Garden City, New York.