OUR COMPANY

Located in Westchester County, NY, SWG has transformed over the years into a specialist firm providing 3 niche solutions to specific large tax problems encountered by the self-employed, business owner, high and ultra high net worth communities. While these problems are clear on the surface, the goal of our strategies is to expose the depth and width of the solutions we offer.

Our Members Share Our Values:

An Integral Moral Compass

A Relentless Drive for Learning

A Desire to Educate and Deliver Industry Leading Results

Unwavering Work Ethic

Meet Our Team

  • Joseph M. Gaglio

    Founder + Managing Partner

  • Steven A. Stern, CPA*

    Managing Partner

  • Thomas S. Murray

    Head of Wealth Management

  • Rick Tremblay

    Head of New Business & Underwriting

  • Alexandra Hoffman

    Executive Asst. to Joseph M. Gaglio,
    Director of New Business & Underwriting

  • Jende “Jay” Akinleye, CPA*

    Advanced Planning Consultant

  • Connor Conforto

    Advanced Planning Consultant

  • Connor Chiulli

    Director of Wealth Management, Planning Consultant

  • Spencer Foley

    Paraplanner & Operations

  • Christian Todd

    Paraplanner & Operations
*Licensed but not practicing on behalf of MML Investors Services, LLC. or its affiliated companies. Licensed as CPA in state of NY.