Team At Triton Bay Wealth Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Louis Alfano Wealth Advisor 631.569.4600 firstname.lastname@example.org About Me I have been in the financial industry for over 20 years. I started out as a NASDAQ stock trader where I enjoyed the fast pace and energy that surrounded me every day. This is where my expertise in wealth management and... Read more William J Heslin 631.569.4608 email@example.com Business Philosophy- At Triton Bay Wealth Advisors we believe our core mission is to promote financial independence and security for everyone in the community, especially those who are unable to advocate for themselves. Our goal is to... Read more Paul Moran 631.569.4606 firstname.lastname@example.org Business Philosophy - I take the time to familiarize myself with the clients objectives and understand their true needs. I do a comprehensive interview in order to recommend only appropriate strategies to meet their goals Read more Loretta Unger Operations Manager 631.569.4600 email@example.com Teresa Rizzi firstname.lastname@example.org Have a Question? Name Email Address Question Thank you! Oops!