Pugh Wealth Management, LLC

Alexander Vetrano is a financial advisor at Pugh Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and also works as a staff accountant at Pugh CPAs, where he prepares and files federal tax returns. Pugh Wealth Management advises individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, managing approximately $54.5 million across about 25 client relationships. The firm’s investment approach is based on Modern Portfolio Theory and primarily utilizes passively managed, asset-class mutual funds, supported by formal investment policy statements and analytical planning tools.

Susan Foard is a financial advisor at Pugh Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has been with Pugh Wealth Management since 2019. In addition to her advisory role, she serves as Vice President at Pugh & Company, P.C., an affiliated CPA firm where she has been involved since 1999. Pugh Wealth Management advises individuals, trusts, charitable organizations, businesses, and participant-directed retirement plans, managing approximately $54.5 million across about 25 client relationships. The firm employs a Modern Portfolio Theory-based investment approach, primarily using passively managed mutual funds and model portfolios, and is affiliated with the accounting firm Pugh CPAs, enabling coordinated tax and investment services.