Virgilio Wealth Management, LLC., is an independent wealth management firm located in Spring Lake, New Jersey. We specialize in financial and retirement planning for the pharmaceutical industry and focus on delivering exceptional service.

About Us

Mission Statement
As a fiduciary and independent firm, we have the advantage of offering a wide range of solutions and services that are best suited for our clients. Our focus, for over ten years, has been serving the needs of clients within the pharmaceutical industry in New Jersey, New York, and Florida. Our goal has always been to establish long-term relationships with a select client base.
Meet Your Advisor

Mickey Virgilio, CMFC, MBA
President and Wealth Advisor
Mickey Virgilio founded Virgilio Wealth Management, LLC., in January of 2015 after combining his years of experience working for several, major New York City investment banks and sales experience within the pharmaceutical industry. The combination of both experiences led to the formation of a firm that primarily focuses on providing financial advice and wealth management to the pharmaceutical industry. Mickey brings a genuine passion for both helping people and working in the financial services industry.
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Credentials
- Rider University: BSBA-Finance
- University of Connecticut: MBA-Finance/Management
- College for Financial Planning-CMFC
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Licensed
- NJ Investment Advisor Representative
- NJ Life Insurance and Variable Annuity
Our Partners

World Investments, Inc.
World Investments, Inc., is our broker-dealer with main offices located in Lincroft and Bayonne, NJ.
World Advisory Services is an SEC Registered Investment Advisor. Both firms work with us to provide operations and compliance support as well as providing technical and regulatory requirements. With offices nationwide, World Investments, Inc., is home to over 300 affiliated, independent registered representatives.

Pershing, LLC.
Virgilio Wealth Management has a strategic partnership with Pershing LLC to execute, clear and custody the assets of our clients.
Pershing’s almost 90-year history and financial stability as a subsidiary of Bank of NY-Mellon, provides us with the comfort, assurance, and strength of being affiliated with one of the leading custodial institutions in the world.