TJP Wealth Solutions

CONNECT

Address:

580 White Plains Road Suite 205
Tarrytown, NY 10591

Phone:

914-460-1220

Fax/Other:

914-460-1235

Meet the Team

Each member of our team is dedicated to helping you achieve your goals. We understand that it is our job to make sure your questions and needs are addressed. We look forward to getting to know you, working with you and doing everything we can to support your success, however you define it. 


Thomas J. Pallogudis | Founder and Wealth Management Advisor

Office: 914-460-1220 | Email: thomas_pallogudis@glic.com

As the Founder and Financial Advisor, Tom specializes in helping families and professionals of all backgrounds bring all pieces of their financial lives together. He has an uncommon approach to financial decision making in order to set a wealth management strategy, provide advice, and guidance to clients. Every client will receive an individualized and unique plan that allows the client to achieve their financial goals based on their wants, needs, and dreams. Tom enjoys helping clients find appropriate solutions to complex financial situations. He believes in thorough financial education as well as developing a holistic strategy that is easy to implement. Tom is a five-year winner of the Five Star Wealth Manager Award, which is exclusively featured in Westchester Magazine.

 

  • Licensed to sell securities in multiple states 
  • Registered Representative of Park Avenue Securities
  • Investment Adviser Representative of Park Avenue Securities
  • Member of Million Dollar Round Table, Court of the Table

 Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian


Benjamin A. Stark | Financial Advisor

Office: 914-460-1233 | Email: benjamin_stark@glic.com

As one of our Financial Advisors, Ben works closely with clients to address specific investment and wealth management needs and questions. Ben supports Tom to implement the strategies and solutions in clients' financial plans. Ben comes from a background of working with families who have a child with special needs. He has a unique understanding of special needs and knows the steps and resources needed to help families plan for a very complex area of holistic financial advising. If you, as a client, have questions regarding your plan or its implementation, Ben would be your first point of contact. He will then work with the team to ensure that we address all of your questions. 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

 


STEVE MUNZ | Financial Advisor

Office: 914-460-1217 | Email: stephen_munz@glic.com

Steve Munz is the newest addition to TJP Wealth Solutions. He brings with him over three years of experience in the financial services industry. Steve supports Tom to implement the various financial strategies and solutions that are unique to each individual client.

He believes his previous six years as a personal trainer were an ideal foundation for his work as a financial advisor. Like a great personal trainer, a great financial advisor helps clients navigate the noise and put together a plan that fits their specific wants, needs, and goals. Wanting to get in shape for a marathon and wanting to pack on 10 pounds of muscle are two very different goals that require different paths forward. Similarly, preparing financially for a family looks very different than preparing for retirement.

As an advisor, his role is to help develop a specific plan that makes sense for what his clients want to accomplish. Away from the business, he enjoys spending time with his family, grueling CrossFit workouts, recreational basketball, getting lost in a good book and watching his favorite sporting teams which include the Dallas Cowboys, New York Knicks, and New York Islanders. 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck