Let us put our STRENGTH, SKILL, and
VALUE to work for you.
Proud to be recognized as a *Forbes Best-In-State Wealth Management Team 2024
This award reflects the trust our clients have placed in us over the past 50 years.
*The Forbes Best-In-State Wealth Management Team (New York) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Peter Noto, RICP®
Co-Founder – Managing Director
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Nicholas LaPenna
Co-Founder – Managing Director
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Paul Viel
Co-Founder – Director
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Mike Petix
Co-Founder – Director
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Dominick LaPenna
Co-Founder – Director
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Peter Noto, (Pete “Jr.”)
Partner – Wealth Management Consultant
Our practice at Trident Wealth Management group brings a long tenured group of seasoned professionals togethers, who take pride in developing smart, forward-thinking investment and retirement strategies for clients.
Our name and logo pay homage to Mark Dick’s contributions to not only our team but also his commitment to the industry and the United States. The trident symbol is a tribute to Mark’s military service as a Navy Frogman, the predecessor to today’s Navy Seals. It also represents the power of three, a concept that has been revered and celebrated across various cultures throughout history and symbolizes concepts such as strength, skill, and value.
Mark Dick, our founder, has not only inspired countless Financial Advisors across the industry, he has also inspired our team to carry on his principles and his passion for working tirelessly to help clients realize their financial goals.
