Wealth Management

Strategies that increase cash-flow, grow wealth, and protect legacies.

Mappa Wealth Management

Mappa Wealth Management

Mappa Wealth Management: Providing Wealth Management Strategies for Individuals, Families and Businesses.

We are your long-term partner for navigating financial and life decisions.

As a trusted partner of Quorum for over twenty years, we help you achieve the best life possible and work with you to make this happen. We bring clarity to complex financial concepts by taking time to explain our approach and making sure you’re actively involved in developing your personalized financial plan. Working with you to anticipate life’s transitions, we help make sure you’re financially prepared for the challenges ahead.

Truvium Financial Group

Truvium Financial Group

Balanced, Integrated, Sustainable Solutions

Truvium has changed the conversation about money to provide clarity, coordinated planning and to systematically empower wealth accumulation. They ask the right questions to learn about you and where you want to go. How they get there sets them apart, because our focus isn’t products and transactions, but a process replacing hunches and opinion with fact-based, stress-tested plans.

Money Concepts

Money Concepts

The Financial Planning Center and Investment Services at Quorum FCU

We offer a full-service financial management and investments. Through our individualized, step-by-step approach, we get to know our clients. We will help you define where you are financially, where you would like to be, and most importantly, with our professional experience and guidance, we help give you the tools to get there.

Navigating the financial market is incredibly difficult. We make it our job to stay on top of the ever-changing environment and we use this knowledge to assist our clients in capitalizing on opportunities and diversifying away risks whenever possible. We work to create lasting relationships with all of our clients and striving to consistently offer quality service, guidance and advice.

Our commitment is to treat you with the individual care and respect you deserve. You can expect the same level of customer service and professionalism you’ve grown to enjoy and expect at Quorum FCU. There is no cost for the initial consultation.

Call and make an appointment to take the first step towards improving your financial future.

Joseph J. Massaro, CFP®, CFS
Money Concepts at Quorum
Tel: (860) 257-3310
jmassaro@moneyconcepts.com
David J. Lazzaro
Money Concepts at Quorum
Tel: (201) 232-4099
dlazzaro@moneyconcepts.com

Check the background of this investment professional on FINRA’s BrokerCheck.

All securities through Money Concepts Capital Corp. member
FINRA / SPIC.

  • Not Insured by the NCU
  • Not a Deposit or other obligation of, or Guaranteed by, The Depository Institution.
  • Subject to Investment Risk, Including Possible Loss of the Principal Amount Invested.
  • Quorum Federal Credit Union is an independent firm not affiliated with Money Concepts Capital Corp.



Mappa Wealth Management

Mappa Wealth Management: Providing Wealth Management Strategies for Individuals, Families and Businesses.

We are your long-term partner for navigating financial and life decisions.

As a trusted partner of Quorum for over twenty years, we help you achieve the best life possible and work with you to make this happen. We bring clarity to complex financial concepts by taking time to explain our approach and making sure you’re actively involved in developing your personalized financial plan. Working with you to anticipate life’s transitions, we help make sure you’re financially prepared for the challenges ahead.

Mappa Wealth Management:

Dedicated to Excellence – Devoted to Partnership

FOR MORE INFORMATION ON MAPPA WEALTH MANAGEMENT GO TO:
https://www.mappawm.com

FOR MORE INFORMATION ON MARK MAPPA, FOUNDER & PRESIDENT GO TO:
https://www.mappawm.com/team/mark-a-mappa

Mappa Wealth Management Main Office: 400 Skokie Blvd. Suite 550, Northbrook, IL. 60062. Phone 847-262-3030. Satellite Office: 401 North Michigan Ave. Chicago, IL 60611

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.

WFS Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative): AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, LA, MA, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA and WI.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES

*Mappa Wealth Management does not provide specific tax or legal advice.



Truvium Financial Group

Balanced, Integrated, Sustainable Solutions

Truvium has changed the conversation about money to provide clarity, coordinated planning and to systematically empower wealth accumulation. They ask the right questions to learn about you and where you want to go. How they get there sets them apart, because our focus isn’t products and transactions, but a process replacing hunches and opinion with fact-based, stress-tested plans.



Money Concepts

The Financial Planning Center and Investment Services at Quorum FCU

We offer a full-service financial management and investments. Through our individualized, step-by-step approach, we get to know our clients. We will help you define where you are financially, where you would like to be, and most importantly, with our professional experience and guidance, we help give you the tools to get there.

Navigating the financial market is incredibly difficult. We make it our job to stay on top of the ever-changing environment and we use this knowledge to assist our clients in capitalizing on opportunities and diversifying away risks whenever possible. We work to create lasting relationships with all of our clients and striving to consistently offer quality service, guidance and advice.

Our commitment is to treat you with the individual care and respect you deserve. You can expect the same level of customer service and professionalism you’ve grown to enjoy and expect at Quorum FCU. There is no cost for the initial consultation.

Call and make an appointment to take the first step towards improving your financial future.

Joseph J. Massaro, CFP®, CFS
Money Concepts at Quorum
Tel: (860) 257-3310
jmassaro@moneyconcepts.com
David J. Lazzaro
Money Concepts at Quorum
Tel: (201) 232-4099
dlazzaro@moneyconcepts.com

Check the background of this investment professional on FINRA’s BrokerCheck.

All securities through Money Concepts Capital Corp. member
FINRA / SPIC.

  • Not Insured by the NCU
  • Not a Deposit or other obligation of, or Guaranteed by, The Depository Institution.
  • Subject to Investment Risk, Including Possible Loss of the Principal Amount Invested.
  • Quorum Federal Credit Union is an independent firm not affiliated with Money Concepts Capital Corp.