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High Net Worth Individuals

Many senior executives, entrepreneurs, and individuals with high net worth turn to Couto, DeFranco & Magone for personalized services geared to your unique lifestyle, financial, and business needs.

Customized tax and financial planning*
Responsive personal attention from a firm partner
Coordinated approach with your other advisors to provide ongoing tax, financial, risk management, investment* and estate planning guidance

Nelson J. Couto* is a registered representative registered to transact business with clients in FL, NJ, NY, OR, PA & VA and is also an insurance agent licensed in NJ as well as an Investment Advisor Representative licensed in NJ & VA. Anthony DeFranco* is a registered representative registered to transact business with clients in AZ, CA, FL, NC, NJ, NY, OR, PA, VA & WA and is also an insurance licensed agent licensed in NJ as well as an Investment Advisor Representative licensed in NJ. Nick Magone* is a registered representative licensed to transact business with clients in NJ & NY and is also an Investment Advisor Representative licensed in NJ. If you are not a resident of the states noted above, all investment related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell any services. *Securities offered through H.D. Vest Investment ServicesSM, Member SIPC Advisory Services offered through H.D. Vest Advisory Services, Non-bank subsidiaries of Wells Fargo & Company, 6333 N. State Hwy 161, Fourth Floor, Irving, TX 75038, (972) 870-6000.

300 Executive Drive, Ste 200, West Orange, NJ 07052, USA.
Telephone: (973) 325-3370 Fax: (973) 325-3371
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