Round Table Wealth Management’s Founder & CEO, Steven Giacona was recently interviewed by BOCA Magazine where he shared insights regarding his firm's holistic approach to multi-generational wealth planning and how that truly differentiates it from competitors. Please reach [...]
Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the expansion of its Boca Raton, Florida Office.
Round Table’s Bruce Hyde was recently a guest speaker on School for Startups Radio where he shared insights on the economy and taxation for 2021. Please reach out to Bruce (http://bit.ly/2QKhuPC) if you should have any questions or want to [...]
Round Table Wealth Management (RTWM), a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the expansion of its Boca Raton, Florida Office.
Round Table’s Bruce Hyde was recently interviewed by CPA NOW where he addressed whether a new era in presidential leadership will result in a whole new era in federal taxation. This interview highlights some key points related to [...]
Round Table’s Founder and CEO Steven Giacona was recently quoted in Law360 discussing anticipated stimulus measures by the newly elected Democratic majority in the legislature. Please reach out to Steven if you should have any questions or want to [...]
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Round Table Wealth Management, a global wealth and investment management firm headquartered in Westfield, NJ, proudly announces the hiring of Kimberly Sharp as Managing Director, Head of Wealth Services. Ms. Sharp's appointment highlights Round Table's commitment to exceptional client service and continued [...]
Utilizing the correct tax advantaged retirement plan program at a small or solo law firm is an important long-term planning decision for attorneys. There are many tax, recruitment, and succession planning benefits to utilizing the correct [...]
