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Boutique Firm Service, Large Firm Experience and Capabilities

Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning. 

Our clients benefit from our unique technical capabilities and our love of everything family and business.

We understand, better than most, that family businesses require a different set of skills than non-family owned companies.  

We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.

Your Team

Amy Kennedy

Amy Kennedy

Director of Client Relations

Hope Thompson

Hope Thompson

Investment Operations Manager

Kristina Rocci

Kristina Rocci

Executive Producer; The Family Biz Show

Your Specialists

Timothy  Johnson

Timothy Johnson J.D.*, CRPC

Chief Investment Strategist

Daniel  Prisciotta

Daniel Prisciotta CFP®, CPA*, CBEC®

Director of M&A and Investment Banking

Mark Bronfman

Mark Bronfman CPA*

Director of Employee Compensation & Incentives

Your Planning Team

Jeffrey Trombetta

Jeffrey Trombetta CIMA®, CFP®, CRPC

Director of Investment Planning

Dianna Parker

Dianna Parker CFP®

Director of Financial Planning

James Gasparotto

James Gasparotto

Director of Business Planning

Donna Rowen

Donna Rowen J.D*, LL.M., ChFC®

Advanced Planning Attorney