Peter Girolamo & Retirement Wealth Center
Peter Girolamo, CPA is the founder, president and chief investment officer of the Retirement Wealth Center. Peter received an undergraduate degree in accounting from Boston College and a Masters in Business Administration from New York University.
Peter built a successful CPA firm assisting individuals and small business owners with their tax, financial and accounting matters. For years, before starting the Retirement Wealth Center, Peter had the experience of advising clients on their finances and investments, only to see the recommendations implemented poorly, or not at all, by his clients’ financial advisors. Too often clients were sold products that paid large commissions to the broker, with the client’s needs taking second place.
The Retirement Wealth Center was born out of this frustration as a way to serve clients well, and to seamlessly integrate investment decisions with their tax implications. Peter still has his CPA firm, Girolamo & Co., separate and apart from the Retirement Wealth Center. The two companies are independent, and clients of one are not bound to use the services of the other. However, clients are free to use both services at their discretion.