Virtuoso Asset Management is now part of Godfrey Financial Associates
In May 2025, Virtuoso Asset Management, LLC (VAM) merged with Godfrey Financial Associates, Inc. (GFA), the largest woman-owned independent Registered Investment Advisory (RIA) firm in New York’s Capital Region.
This merger reflects a shared mission between Kathleen Godfrey and Tiffany Soricelli: to elevate women in finance, enhance the client experience, and redefine leadership through collaboration, not competition.
“We’re not just merging practices—we’re merging missions.”
— Kathleen Godfrey, Founder & President, Godfrey Financial Associates
A Partnership Rooted in Shared Vision
This partnership represents more than just business growth—it’s a movement toward greater equity, mentorship, and representation in the financial services industry.
Their union strengthens Godfrey Financial’s all-female fiduciary team, which also includes Ruth Maresca, CRPC, and Tenicia “T.” Trask-Yeager, expanding the firm’s collective expertise in financial planning and client service.
Together, we’re advancing female leadership in wealth management.
At Godfrey Financial, we believe that when women lead together, the ripple effects are exponential. Our team-based model empowers clients with a holistic advisory experience—one that prioritizes:
Fiduciary transparency
Collaborative planning
Intergenerational wealth strategies
Empowerment through education
Contact Us
Have questions about this transition or our services?
Our team is here to help you navigate every stage of your financial journey.