Our Team

I’ve spent the past 25 years helping individuals, families and business owners make confident decisions about their financial lives. My work spans retirement planning, wealth management, tax planning strategies, life insurance strategies and advising business owners through growth, succession and exit planning.

What sets my approach apart is my background as a former practicing attorney. That training shaped how I think-analytically, strategically and with a deep respect for details, risk and long-term consequences. I don’t just look at the numbers-I look at the full picture, including legal, tax, and personal considerations that can dramatically affect outcomes.

I also hold the Retirement Income Certified Professional (RICP®) designation, which reflects my focus on helping clients turn their wealth into sustainable income-especially during retirement and other major life transitions. Whether someone is preparing for retirement, navigating a liquidity event, managing inherited wealth or running a closely held business, I believe planning should be proactive, coordinated and grounded in education.

My goal is simple: to help clients understand their options, clarify what matters most to them, and build strategies that align their lives-not the other way around. I see my role as both advisor and educator, guiding clients through complexity with clarity, care and perspective.

I bring over 30 years of experience in the financial services industry to help my clients navigate the changing financial and investment landscape. My approach with business clients or investment clients has always been the same. Together we find the best holistic approach to help you pursue your personal investment goals. How I do that is through in depth knowledge of my clients, their personal investment goals for now and for the future. I also enable my clients to migrate from tax planning to tax strategies to manage their portfolio.

I look forward to working with you. 

My Focus Areas are: Protecting Your Family with Insurance, Saving for Retirement, Living in
Retirement, Financial Strategy and Saving for Education

Languages spoken by this financial professional: English, Albanian, Italian and Greek.

About Vaso Sulkuqi

With over 20 years of experience in the banking industry, I bring a deep understanding of client
needs, financial knowledge and long-term planning to my work.

I’m a financial planner who truly cares about helping people feel calm, confident, and in
control of their money. The foundation of my philosophy is based on helping you pursing your
financial goals and helping you to take care of who depend on you. I strive to maintain a strong
relationship with you through different life stages,

I know finances can feel overwhelming, so I take a patient, supportive and educational
approach. I listen carefully, understand your goals, and walk with you through every step.
Together, we’ll create a plan that fits your life, your family, and your dreams. My goal is to
make things simple, to help you live more independently and give you confidence that your
future is on the right track.