Lisa M. Rossi CFP^®
Founding Partner & CEO

In May 2016, Lisa Rossi fulfilled her entrepreneurial dream and launched her own independent advisory firm with her husband and business partner, Peter. Symmetry Wealth Advisory Group, their wealth management company, located in Purchase, New York, serves clients across the country through the advancement and availability of today’s technology. Lisa is 100% concentrated on what she can do to offer the highest level of service to her clients, reminding them that she works for them and that they can always expect dedication and priority, as well as flexibility that allows for all kinds of circumstances. She feels blessed to be involved in a career which allows her to help her client’s’ pursue a life they love and dreamed of, while saving them the two most valuable resources – time and money.

 Lisa knows that the “client-centric approach” is not a unique idea when it comes to wealth management and financial advisory services, and she knows that distinguishing herself means truly providing the service she promises. And clients can feel it, with no time restraints, no limits, and no barriers when it comes to the issues that they can talk about with her or problems they can come to her with. But she’s also not shy when it comes to being honest with clients, providing them with true, unbiased feedback on complex topics. When engaging with clients, Lisa takes a multi-step approach beginning with ensuring a good fit, assessing the present situation, establishing goals, creating and implementing a strategy, and, finally, monitoring, reassessing, and adjusting the strategy wherever needed, seeking the most beneficial results possible.

When it comes to the growth of the company, Lisa & Peter are constantly looking towards the future, and striving to improve each and every day, looking always at how to be and do better for their clients. Outside of the office, Lisa is deeply involved with giving to charities focused on children such as the Pajama Program and St. Jude’s Children’s Hospital.  In her free time, Lisa enjoys playing tennis and golf with friends. She also loves meditating and reading as ways to relax.  She and Peter both enjoy traveling together with their families. They live in Northern Westchester with their two children, Nicholas and Julia, who are their “WHY” for everything they strive to accomplish both professionally and personally.