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Father-Son Team Ralph and Michael Porpora Transition from B. Riley to Osaic Wealth

NEW WINDSOR, NY – Winthrop & Co. is proud to announce that the father-son team of Ralph Porpora and Michael Porpora has successfully transitioned their advisory practice from B. Riley Wealth Management to Osaic Wealth.

With over 40 years in the financial services industry, Ralph Porpora brings a seasoned, relationship-driven approach to wealth management. Now working alongside his son Michael, a 14-year industry veteran, the Porporas are focused on building a lasting, multigenerational practice—one that prioritizes continuity, independence, and client-first guidance.

Ralph emphasized that this move isn’t just about change—it’s about choosing the right partner for the future of his clients and his family. “This is my last move,” Ralph shared during the due diligence process. He has taken time to find a platform that aligns with the way they’ve always served their clients—with transparency, independence, and integrity.

By joining Osaic Wealth, the Porporas gain access to expanded resources, greater flexibility, and a long-term succession path that ensures clients continue receiving the same high-touch service they’ve come to expect.

Based in New Windsor, NY, the team serves individuals, families, and business owners across the Hudson Valley and beyond—offering retirement planning, investment management, and legacy-focused financial guidance.

This transition marks more than a firm change—it’s the continuation of a legacy.

Other Press Releases

Aaron Zauner Joins Caldwell Group, LLC Wealth Management in Brentwood, Tennessee

Boston Based Claro Advisors Welcomes Brandon P. Fink, CFP® to Advisory Team

Christiana Lovelace, AAMS® Leaves Edward Jones To Open Diamond Pointe Financial In Hickory, North Carolina

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