Advisor at Buttonwood Wealth
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Steven Pugliese is a CFP® professional with 15 years of industry experience, currently serving at Buttonwood Wealth since 2020. His prior roles include positions at Warring & Company, Eaglestone Wealth Advisors, Grossberg Company, CST Group, Wealth Management Strategies Group, and Abod & Associates. In addition to his advisory work, he is the managing member of Pugliese & Company, LLC, an accounting firm in Winchester, VA. Buttonwood Wealth is a six-advisor registered investment adviser managing approximately $425 million for nearly 400 clients. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, employing diversified asset-allocation models and both fundamental and technical analysis to guide portfolio management and financial planning.
Based on Buttonwood Wealth
Based on Buttonwood Wealth
Certain associated persons receive commissions for insurance and securities sales outside advisory accounts. Advisory accounts do not generate commissions.
$300 per hour for financial planning services (negotiable); full waiver if client engages portfolio management services.
27 West Boscawen Street
Winchester, VA 22601
Virginia
Buttonwood Wealth
2020 - Present (6 years)
Warring & Company, LLC
2018 - 2020 (2 years)
Eaglestone Wealth Advisors, Inc
2018 - 2020 (2 years)
Grossberg Company
2018 - 2018 (1 year)
CST Group
2015 - 2016 (1 year)
Pugliese & Company, LLC
2013 - Present (13 years)
Wealth Management Strategies Group, Llc
2008 - 2018 (10 years)
Abod & Associates
2008 - 2017 (9 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Series 65
Winchester, VA
Westbourne Investments, Inc.
CFP®, Series 66
Winchester, VA
Buttonwood Wealth
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