Tom Birrittella
Partner, Wealth Management
Tom is a Partner at Wiss Private Client Advisors, LLC. Our Family Office team takes a holistic and comprehensive approach to financial planning and managing clients’ investment portfolios, and they work closely with their tax accountants, attorneys, and other professionals.
Wiss Private Client Advisors, LLC doing business as Wiss Family Office is a Registered Investment Advisor with the US Securities Exchange Commission. The firm only transacts business in states where it is properly notice-filed or is excluded or exempted from registration requirements. Wiss Family Office is primarily owned by Wiss & Co, LLP, a certified public accounting firm.
Education
Bachelors in Finance
Siena College
Certificate in Program for Financial Planning
NYU
Professional Affiliations
Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)
Accomplishments
Since first starting his career in New York City at PriceWaterhouseCoopers LLP, Tom has enjoyed helping clients achieve their goals. He has focused on providing customized investment advisory and financial planning services to investors, their families, charitable entities, and trusts.
Beyond Wiss
Spending time outdoors with my wife and 3 kids, including Boy Scout trips, coaching baseball, hiking, skiing, and enjoying the beach at the Jersey shore.
