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Sullivan & Russillo Wealth Advisors
Our Team
Our team—Tim Sullivan, Nick Russillo, Paul Sullivan, Chris Peters, Troy Russillo, Janice Kycia and Emily Derikito—brings years of professional experience to Sullivan & Russillo Wealth Advisors, and together we work tirelessly to recommend comprehensive, coordinated and seamless solutions to our clients.
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Timothy J. Sullivan
Senior Vice President/ Wealth Management, Financial Advisor
Nicholas F. Russillo, AAMS®
Senior Vice President / Investments, Financial Advisor
Paul E. Sullivan
First Vice President/ Wealth Management, Financial Advisor
Christopher M. Peters
Vice President/ Wealth Management, Financial Advisor
Troy Russillo, CFP®
Account Executive
Janice G. Kycia
Senior Registered Private Client Assistant
Emily Derikito
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
I am on Medicare, now what?
Post Medicare planning seminar
Enrolling in Medicare is just the first step—now it’s time to ensure you’re getting the most out of your coverage. This focused 30-minute webinar is designed for those already on Medicare who want to learn strategies for maximizing their benefits while steering clear of costly mistakes. Ed Patterson, a Medicare expert, will provide tips for optimizing your plan choices, discuss how to navigate annual reviews, and share insights on maintaining coverage that fits your evolving needs. Don’t miss this opportunity to fine-tune your Medicare strategy and gain peace of mind
Facing the complexities of Medicare
Pre Medicare planning webinar
Medicare can be overwhelming—its complexities leave many feeling uncertain about their options and how to get started. This concise 30-minute webinar is designed to demystify Medicare and empower you with essential knowledge before you enroll. Join Medicare Specialist Ed Patterson as he breaks down the core components of Medicare, shares common pitfalls to avoid, and provides actionable steps to help you secure the benefits you deserve. Whether you’re approaching retirement or helping a loved one plan, this session will equip you with the clarity needed to make confident decisions.
Up Next: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.