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Your Retirement Your Family College Expenses Your Dream Home

Enjoying the fruits of your labor and a well devised retirement strategy


Leaving a legacy from one generation to the next.


Help your children have a bright future.


Purchasing your first home or your dream vacation spot

Welcome to Custom Wealth Management LLC

Custom Wealth Management LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.  Thank you!


Our Company

Custom Wealth Management LLC was founded with the goal of assisting our clients in every aspect of their financial lives in a very customized independent manner.  We've provided personal service to our clients, thus earning a reputation of excellence.

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Our Services

We offer a wide range of services customized to meet all your financial needs, both for the present and for the future.  Regardless of your stage in life or your financial goals, the following customizable services can help guide you through the process of making your money work hard for you.

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Meet Our President and CEO

Linda Mozzone nurtures each client as if they are family.  She is committed to understanding the financial dreams and aspirations her clients have shared with her and utilizes her experience and insight as a Financial Advisor to customize financial strategies for them.

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