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 strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We 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

Financial Services Representative

631.569.4600

lalfano@tritonbaywa.com

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 knowledge in wealth management and...

William J Heslin

Registered Sales Assistant

631.569.4608

wheslin@tritonbaywa.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...

Paul Moran

631.569.4606

pmoran@tritonbaywa.com

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 pursue their goals

Loretta Unger

Operations Manager

631.569.4600

lunger@tritonbaywa.com

Teresa Rizzi

trizzi@tritonbaywa.com

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