Stay updated on all areas of tax filings and business processes affected by COVID-19

Learn more

4Wealth® Financial Group

Peter Recchia, CPA, AIF

Founder & President

4Wealth® CPAs, LLC

Stephanie Starkey

Partner & Managing Director

Tim O'Toole, CPA

Reviewer

Joan L. Sullivan

Staff Accountant

Linan Zhao

Staff Accountant

Deb Esposito

Director of Client Services

Jenni Parker

Bookkeeper

Jill Spratt, MBA

Staff Accountant

Jeremy Darwent

Document Processing

Gary Lange

Staff Accountant

4Wealth® Advisors, Inc.

Hally Dunn, MBA

Financial Advisor

R. Diana Bunch

R. Diana Bunch

Financial Advisor

Terrance M. Heafey

Terrence M. Heafey, CFP®

Certified Financial Planner

Ryan F. Kavois, CFP®

Certified Financial Planner

Chris Gonzales

Financial Advisor

Jennifer Bellamy

Vice President of Operations

Jairus Bellamy

Client Services Administration

Other Professionals

Dominic Mancini

Attorney

Karen Kane

Strategic Advisor

History

Capping seven years of successful growth, 4Wealth Financial has expanded its offerings to better serve the independent business owners and individuals who desire high-level financial, accounting, investment and tax-planning services to help them keep more of what they make.

Led by founder Peter Recchia, 4Wealth offers highly customized CPA and business solutions utilizing the full portfolio of tax, estate planning, insurance and investment programs to help 4Wealth clients build their business and grow their personal wealth.

Now a SEC-registered advisory practice, 4Wealth has added certified financial planners, providing customized consultation to clients wherever they are in their financial life cycle.

Recognizing the critical role Stephanie Starkey has played in expanding and deepening the CPA practice, Stephanie has been elevated to partner of the CPA division, a move universally applauded by clients.

Peter continues to delight his clients with strategic solutions to the routine and complex challenges that business owners confront.  His immersion in the small and growing business environment enables him to provide practical solutions that leverage his extensive knowledge and 28 years of experience as a CPA.

4Wealth changes the financial dynamics for small, mid and growing businesses, providing the services and insights that are more typically offered at much larger firms.  4Wealth offers tax, accounting, investment, tax planning and insurance advice under one roof, delivered by professionals who know you, your personal financial situation, your business and are always looking out for you.