The People Powering Your Financial Success
At Route 20 Private Wealth, we believe that the strength of our firm lies in the collective expertise and shared vision of our leadership team. Each member brings a unique set of skills and experiences that enrich our firm’s ability to serve our clients and advisors with distinction and dedication.
Our leadership team is composed of industry veterans who are not just at the top of their game professionally but are also deeply committed to the personal success of each client and advisor we partner with. They are the guardians of our mission, the architects of our strategy, and the driving force behind our innovative approach to wealth management.
We invite you to meet the individuals who set the standards of excellence at Route 20 Private Wealth. Their stories, their accomplishments, and their leadership are integral to our narrative — one that is built on a foundation of trust, integrity, and forward-thinking. As we navigate the complexities of the financial landscape, these are the professionals who ensure that we remain steadfast in our commitment to providing exceptional service and sophisticated financial solutions.
Join us on a journey of discovery as we introduce you to the leaders who make Route 20 Private Wealth a premier destination for wealth management and advisory excellence.
Our Leadership Team
Peter Weitz, CRPC©, AIF© – CEO
With a robust background spanning nearly two decades in finance and an earlier career in real estate development, Peter Weitz is the cornerstone of Route 20 Private Wealth. A dual graduate of George Washington University, Peter’s expertise encompasses wealth management, estate planning, individual retirement planning, and wealth retention. He is an adept fiduciary known for his insightful contributions to the 401(K) marketplace and is a respected voice on ERISA regulations. His visionary leadership has propelled Route 20 to national recognition.
Albert Nassar - Vice President
Albert Nassar brings strategic oversight and a rich knowledge base to his role as Vice President. With a focus on fostering growth and ensuring operational excellence, Albert is integral in guiding Route 20 towards achieving its ambitious goals.
Peter DeCaprio - Chief Investment Officer
As the Chief Investment Officer, Peter DeCaprio’s investment acumen and innovative strategies fuel the firm’s investment success. His foresight and understanding of market dynamics are invaluable assets in managing diverse portfolios.
Jay Molloy, ESQ - Chief Compliance Officer
Jay Molloy, with his extensive legal expertise, ensures that Route 20 adheres to the highest compliance standards. His role as Chief Compliance Officer is critical in navigating the complex regulatory landscape of wealth management.
Larry Wolfe - CPA
Larry Wolfe’s precision and analytical prowess as a Certified Public Accountant are instrumental in maintaining the financial integrity and transparency that Route 20 is known for.
Michelle Blouin - Chief Operations Officer
Michelle Blouin, as Chief Operations Officer, is the architect of Route 20’s operational strategy. Her focus on efficiency and innovation keeps the firm running smoothly and effectively.
D.K. Smith, L.L.M. - Tax Attorney
D.K. Smith brings a wealth of knowledge in tax law to Route 20. His expertise is crucial in crafting tax strategies that maximize wealth retention for our clients.
Delon Turner - VP Marketing
Delon Turner spearheads the marketing initiatives at Route 20. His creative strategies and understanding of market trends significantly contribute to the firm’s growing presence in the wealth management sector.
Each member of our leadership team is committed to upholding Route 20 Private Wealth’s reputation as a beacon of trust, innovation, and success. Together, they forge the path towards a prosperous financial future for our clients and advisors.
