Meet The Team
The team behind Smart Wealth Strategies is made up of qualified professionals passionate to help you in planning your life's goals.
Antonio (Tony) Lugo III, MBA
President and Managing Director
After 20 years in the financial services industry, Antonio discovered that traditional financial planning doesn't work. The reality is that things will change. But is your plan prepared for it? My role as a coach and mentor is simply to make you smarter in making informed decisions so you can have peace of mind in enjoying life's journey. Our perspective comes from the fact that we see our clients as part of our extended family.
Mark DiOrio, CFA®
Chief Investment Specialist
Brookstone Capital Management
Medicare Planning Specialist
College Planning Specialist
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.