Our Services

We provide various services tailored to each individual based on their financial goals. Our services include investment management, life insurance, Variable and Fixed Annuities, mutual funds, and ETF's. We also provide advice on retirement accounts such as 401(k)'s and 403(b)'s. We work with individuals, trusts, churches, and other entities.

Life Insurance

Financial protection for your family can be seen in various ways. Whether it is through trust funds or passing on of retirement funds, the most common is through life insurance. Life insurance is a product that insures an individual either over the course of their life or a period of time and pays out a defined death benefit on their passing to beneficiaries of their choosing. This benefit is paid to any name beneficiary, whether it is an individual or charity, tax free. Life insurance comes in different forms- Whole Life, Universal Life, Term Life and Variable Life to name a few. Choosing which type of policy and death benefit amount is pertinent to your overall financial health. 

Investment Management

Investment management is a great tool that all investors of various levels can use to help leverage their funds in the market, while providing liquidity and control over their investments. Within our investment management program, each investor's risk tolerance is determined, along with their goals and time horizon to determine which designed model is best suited for each individual investor. Due to the personalization of these types of accounts, individuals can dictate holdings that they want to invest in and those that they do not want to invest in, whether because of personal reasons or limitations due to employment. Through the use of an active management investment style, our models are constantly being evaluated against current market conditions. Being that the market and economy fluctuates, we strive to keep all our models in line to ensure that we are doing the best for our clients.

Strategic Partners

Rampino Wealth Management is member of the Fortis Group Advisors LLC, which is comprised of various registered investment advisors across various states. This partnership allows for our clients to have access to advisors with over 80 years of combined experience and manage over $750 million in assets.