About

Navigating Your Financial Journey With Integrity

At Esposito Wealth Management, the stag in our logo represents more than just a symbol; it reflects our deep-rooted family values and commitment to serving families with nobility, leadership, renewal, and protection. This emblem, part of the Esposito family crest, guides our approach to wealth management and inspires us to uphold these principles in every client relationship. 

Our mission is to serve as trusted partners in your financial journey, offering comprehensive wealth management solutions with a spirit of generosity. We pledge to give our time, share our knowledge, and provide thoughtful guidance to anyone who seeks it, building lasting relationships based on trust and mutual respect.

John Esposito

John Esposito, AIF®

Founder & Financial Advisor

(203) 924-5431

jesposito@Espositowealth.com

As the Founder and Financial Advisor at Esposito Wealth Management, my role encompasses investment management, financial planning and advice, and client relationship management. My journey in the financial services industry began in...
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Guided By Our Core Values

Guided By Our Core Values

At Esposito Wealth Management, we are dedicated to being your steadfast partner in achieving your financial aspirations, guided by our values and commitment to excellence. Our core values are the foundation of our practice:

  • Client-Centricity: Your needs and goals are our priority.
  • Experience: Leveraging years of expertise to guide you.
  • Competence: Providing knowledgeable and informed advice.
  • Transparency: Open communication in all interactions.
  • Communication: Keeping you informed every step of the way.
  • Ethical Conduct: Acting with integrity in every decision.
  • Long-Term Perspective: Focusing on sustainable growth.
  • Innovation: Embracing new ideas and strategies.
  • Adaptability: Responding to changes with flexibility.
  • Community Service: Giving back to the community we serve.

A Look Into Our Process

This philosophy drives us to provide exceptional service. We believe that acting with absolute integrity, transparency, and a positive attitude fosters contagious optimism and leads to a wonderful client experience.

Step 1Establish Relationships

We start by getting to know you, gathering relevant financial data, assessing your risk tolerance, and determining your financial goals and needs. All future decisions in the wealth management process will stem from this foundation.

Step 2Gather Data

Together, we identify your principal needs and prioritize both short- and long-term goals.

Step 3Analyze Current Positions

During an "observations meeting," we assess your current accounts and policies, looking closely for gaps or inconsistencies.

Step 4Present an Action Plan

Depending on your situation, we draft a financial plan that may include an Investment Policy Statement, a retirement income plan, or a detailed action plan.

Step 5Implement the Plan

At this stage, we make investment decisions on a product level, such as selecting mutual funds, insurance policies, or annuities that fit your situation.

Step 6Ongoing Review and Reporting

We continuously monitor your portfolio, ensuring that your assets remain diversified and your objectives stay on track. Diversification does not assure a profit or protect against a loss in declining markets.

Our Commitment to Community:
Partnering with the DiMatteo Charitable Foundation

At Esposito Wealth Management, our commitment to community service is exemplified through our collaboration with the DiMatteo Charitable Foundation. In 2025, we are proud to work alongside the foundation to support several impactful charities.

Tony DiMatteo Scholarship Fund

The Tony DiMatteo Scholarship Fund is a tribute to Anthony "Tony" DiMatteo, who co-founded the Notre Dame Catholic High School football program in 1958. Tony's legacy as a coach and mentor continues through this scholarship, which is funded by the foundation's Annual Golf Tournament. The scholarship provides financial support for a student athlete's tuition, helping them pursue their educational and athletic dreams.

Boys & Girls Club of Lower Naugatuck Valley

The Boys & Girls Club of Lower Naugatuck Valley is dedicated to enabling young people, especially those who need it most, to reach their full potential as caring and responsible citizens. Our values and mission closely align with those of the Boys & Girls Club, and we are honored to support their efforts. Through the DiMatteo Foundation, we raise funds for essential enhancements that contribute to the club's mission.

Project Purple

Project Purple is a non-profit organization committed to fighting pancreatic cancer. Since its founding in 2010, Project Purple has been at the forefront of raising awareness, advancing research, and providing support to patients battling this disease. We are privileged to assist Project Purple in their mission, contributing to their efforts to bring hope and progress to those affected by pancreatic cancer.

Through these partnerships, Esposito Wealth Management and the DiMatteo Charitable Foundation strive to make a meaningful impact in our community, reflecting our dedication to service and compassion.

Take The First Step
With Us Today

Schedule an appointment with our experienced financial professionals to
start building a roadmap towards financial security and prosperity
for you and your loved ones.

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