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Welcome to Quaker Wealth Management


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Long-term financial success requires continuous planning and innovative strategies. Using our combined 50 years of experience, we’ll help you develop innovative and personal strategies for:

  • Investments and portfolio management
  • Retirement planning
  • Tax planning
  • Estate, planning, and wealth transition strategies
  • Charitable giving
  • Business succession and transition
Securities & Advisory Services offered through VSR Financial Services Inc., a registered Investment Advisor and Member FINRA / SIPC.
Quaker Wealth Management, LLC, is an independent business. A Registered Representative may only transact business in states where he/she is registered, or
exempt from registration. Dan Roccato is registered in MA, NJ, NY, PA, SC and TX.
John Gregg, Esquire, is a practicing attorney not affiliated with VSR.
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