Build Lasting Financial Confidence

We help individuals and families build lasting financial confidence—so they can live well today without fearing what tomorrow holds. Through thoughtful education, tailored strategies, and personal care, we provide the tools and partnership people need to grow, protect, and pass on their wealth.

For people who didn’t grow up with a roadmap to financial success, Anthony Pellicane offers something most advisors don’t: a grounded, human-first approach that blends world-class financial strategies with persistent care and accountability.

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anthony with man

Anthony works with clients—especially professionals in food and beverage management, fast-rising professionals, and growing families—to deliver peace of mind through education, planning, and personalized attention. He guides clients through complex topics like tax strategy, life insurance, investment diversification, retirement, and estate planning with a relaxed, relatable tone and an educator’s mindset.

Clients describe working with Anthony as feeling like working with family—because he shows up consistently, speaks your language, and never lets the plan gather dust. His process makes it easy to see where you are, where you want to go, and how to bridge the gap.

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Whether it’s launching a Roth IRA, building generational wealth, or ensuring your family is protected—Anthony’s differentiator is his combination of clarity, care, and follow-through. You don’t just get a plan. You get someone who makes sure it works.

We’re not just advisors—we’re partners who care. Anthony Pellicane delivers peace of mind and progress through education, strategy, and a persistent commitment to making your financial life work the way it should.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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