About Wharton Wealth Management

Wharton Wealth Management (WWM) is an independent firm providing comprehensive consulting services to individuals and owners of closely held businesses. At WWM, we assist our clients in areas relating to Retirement, Estate and Cash Flow Planning, as well as the determination of Investment Objectives and formation of Asset Allocation.

We provide our clients with the guidance needed to create, grow, protect and distribute their assets with an emphasis on tax efficiency. In addition, we keep our clients updated on the changes in tax laws and proliferation of financial products.

Our Team

Rob Gueriera Jr.

President

rob@whartonbusinessgroup.com

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Janet Morales

Rob Gueriera Jr.

Operations Manager

janet@whartonbusinessgroup.com

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Sopy Sou

Rob Gueriera Jr.

Julia Brent

Registered Assistant

sopy@whartonbusinessgroup.com

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Julia Brent

Vincent Dignazio

Julia Brent

Customer Service Specialist

julia@whartonbusinessgroup.com

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Dave Gueriera

Vincent Dignazio

Corporate Benefits Consultant

dave@whartonbusinessgroup.com

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Vincent Dignazio

Vice President- Group Benefits

Vince@whartonbusinessgroup.com

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Gerard Rosato

Senior Benefits Consultantant

Gerard@whartonbusinessgroup.com

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Nancy Sell

Gerard Rosato

Senior Account Executive nancy@whartonbusinessgroup.com

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Kimberly Law

Gerard Rosato

Kimberly Law

Senior Account Executive

Kim@whartonbusinessgroup.com

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Our Services

Retirement Planning

We can help you to plan the meaningful retirement you deserve.

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Financial Planning

Retirement Planning

Let us help you clear the confusion and ease the stress with a strategic financial plan.

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Investment Planning

Employer Retirement Plan & Group Insurance Benefits

We’ll guide and advise you on investment plan transitions as you go through life and life-style changes.

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Employer Retirement Plan & Group Insurance Benefits

We will evaluate your current workplace offerings and help design a benefit package that meets the needs of you and your employees.

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Securities and Investment Advisory Services Offered Through Osaic Wealth, Inc. Member FINRA/SIPC. Additional Advisory Services offered through Wharton Wealth Management, LLC.

Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Important Consumer Information

A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MA, MD, MN, MO, MT, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside of the specific state(s) referenced.

Less Stress…More Confidence…Better Life

Less Stress…More Confidence…Better Life

Strategic Financial Plans to Build, Preserve, and Manage Wealth

About Wharton Wealth Management

Our Team

Rob Gueriera Jr.

Rob Gueriera Jr.

Rob Gueriera Jr.

Janet Morales

Rob Gueriera Jr.

Rob Gueriera Jr.

Sopy Sou

Rob Gueriera Jr.

Julia Brent

Julia Brent

Vincent Dignazio

Julia Brent

Dave Gueriera

Vincent Dignazio

Vincent Dignazio

Vincent Dignazio

Vincent Dignazio

Vincent Dignazio

Gerard Rosato

Gerard Rosato

Gerard Rosato

Nancy Sell

Gerard Rosato

Gerard Rosato

Kimberly Law

Gerard Rosato

Kimberly Law

Our Services

Retirement Planning

Retirement Planning

Retirement Planning

Financial Planning

Retirement Planning

Retirement Planning

Investment Planning

Employer Retirement Plan & Group Insurance Benefits

Employer Retirement Plan & Group Insurance Benefits

Employer Retirement Plan & Group Insurance Benefits

Employer Retirement Plan & Group Insurance Benefits

Employer Retirement Plan & Group Insurance Benefits

Contact Us

Wharton Wealth Management

Hours

Send a Message

Important Consumer Information