We Build Lasting Relationships Rooted in Trust

Frank Brooks Florio Wealth Management provides personalized wealth guidance for individuals, families and institutions navigating complex financial lives. Backed by over 60 years of collective experience and more than $1.1 billion (as of July 2025) in assets under management, we deliver high touch, proactive service to families with multi-generational wealth, business owners, corporate executives, foundations, non-profits, and retirement plans.

We work hard to anticipate needs and opportunities, and to bring security and clarity to move confidently in an ever-changing world. Our mission is to build long-lasting relationships based on trust, to provide expertise, organization, and thoughtful advice, and to be a good steward of capital for generations.