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Wealth, Insurance, and Benefit Advisors for Business Owners

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Experience what Wizdom can do for you & your business

Built by business owners for business owners

Wizdom One’s integrated platform includes comprehensive wealth, insurance, and benefits services for you and your business. Because in your life, so much depends on your business.

Our Services

Our Wizdom

Wealth

Wealth

Portfolios and strategies designed for the unique lives of a business owner.

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Benefits

Benefits

Revolutionizing employee benefits for today's evolving workplace.

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Insurance

Insurance

Independent insurance strategies for you and your business.

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Meet The Partners

Gregg Pajak

Gregg Pajak CFF, ChFC

Managing Partner & Founder

(631) 652-6001

Anthony Vlachos

Anthony J. Vlachos ChFC, CIC, CRM, cyRM

Managing Partner & Co-Founder

(631) 602-3203

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
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Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
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