Marc Rogers
Partner, Insurance & Risk
About 111 Wealth Group
Wealth guidance that puts you first.
Dan has been a leader of several Fortune 500 firms. He left the corporate constraints of selling agreements and proprietary products to champion the retirement of individuals, free of those constraints, finding the most cost effective and efficient financial plans.
Most people never set out to manage their own wealth. They simply ended up with the job. The time, the specialized knowledge, the discipline, the desire — one or all of these eventually run thin, and the plan starts to slip.
We start from a different place. We want to know what is happening in your life — the changes underway, the grandkids arriving, the quiet worry about outliving your money. If it matters in your life, it belongs in your plan.
The goal is not a perfect spreadsheet. The goal is confidence and peace of mind — the settled knowledge that you are on track, and that someone capable is minding the details alongside you.
We want you to feel comfortable sharing your true concerns — so we can answer the questions that actually matter and help you make sound financial decisions.
Core Specializations
- Tax Elimination Strategies
- Income Planning
- Holistic Financial Planning
Dan Pecoraro
Founder & Fiduciary Advisor
Dan brings 30 years of fiduciary experience to every client relationship — three decades of guiding families through bull markets, bear markets, and everything in between. That long view is the foundation of every plan he builds.
He describes his approach as being “just dangerous enough.” It is a veteran's mindset: the insight to see through market noise, paired with the conviction to act decisively when others hesitate. Not reckless. Not paralyzed. Precisely calibrated.
Through an independent Registered Investment Advisor, Dan opens the door to institutional money managers that most independent investors never reach — and pairs that access with customized, in-house portfolios built for precision rather than pulled off a shelf.
The Three Pillars
Tax Elimination
Proactive strategies that reduce or eliminate the taxes eroding your income and your legacy — not deferral, elimination.
Income Planning & Wealth Management
A lifelong income roadmap plus wealth management — turning Social Security, pensions, and taxes into a paycheck, with portfolios to grow and protect.
Absolute Transparency
Your net is the only number that matters. We show you the full picture — gross, fees, and net — so nothing is hidden.
Meet the Team
Partner alongside Dan.
A trusted partner extending 111 Wealth Group's reach across wealth advisory and insurance risk.
Precision, craftsmanship, and care — the same standards we bring to every plan we build.
Why Partner With Dan
What you get when you work with us.
Four commitments that shape every client relationship — and set 111 Wealth Group apart.
Institutional Access
Tap the same money managers used by large institutions — strategies most independent investors never reach.
Customized In-House Management
Portfolios built in-house for precision, not pulled off a shelf. Every allocation is tailored to your goals and risk tolerance.
Radical, Jargon-Free Transparency
Plain-English explanations and full visibility into what you own, what it costs, and why. No fine print, no surprises.
A Lifetime of Fiduciary Advocacy
A fiduciary standard for life — legally bound to put your interests first, through every market and every life stage.
A Fiduciary Partnership
111 Wealth Group × Compass Financial Management LLC.
Two fiduciary firms working as one — coordinating wealth management, investment strategy, and financial planning around your full picture.
111 Wealth Group works with Compass Financial Management LLC as fiduciary partners to broaden the planning we can deliver to the families we serve.
Compass Financial Management LLC is an SEC-registered investment advisory firm and a subsidiary of Markowski Investments. The firm is bound — morally, ethically, and legally — to act in your best interest, offering advice that is never influenced by commissions.
Its services are comprehensive and objective: wealth management, investment strategies, financial planning, and 401(k) advisory. Clients are protected from hidden fees, conflicted advice, and one-size-fits-all strategies through a full disclosure policy, with a steady, experienced hand providing timely personalized guidance. The team is integrity-driven and personally involved — no cookie-cutter solutions.
What this means for you
- Coordinated planning across wealth management, investment strategy, and financial planning — not siloed advice.
- Objective, commission-free guidance backed by a full disclosure policy.
- A single fiduciary team accountable to your interests across every area we touch.
Let's talk about your plan.
A no-obligation conversation about your goals, your concerns, and the path that can get you there with confidence.
No obligation. No pressure. Just a clear conversation.