Anna Competrini

My Background

For the past 20 years, I have offered a detailed and personal approach to wealth management. I work with a team which has 70 years of combined investment experience and $500 million under management.  As each client has a unique set of needs and goals, my philosophy is to gather as much information possible before any asset allocation and investment decisions are made.  Risk tolerance, time horizon and investment/retirement goals all play a vital role in the investment process. I provide my portfolio management expertise on both a traditional and discretionary basis.