A complete list of active advisors currently associated with Cipriano Wealth Management LLC

Warmer can help you find a great advisor at Cipriano Wealth Management LLC or one who fits your needs even better.

Cipriano Wealth Management provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. Services include ongoing asset management, standalone written plans, and a monthly subscription planning option that combines continuous planning tools and periodic updates. The firm emphasizes a value-oriented, long-term investment approach while employing both strategic and tactical asset-allocation techniques. It may also use margin, short sales, and options strategies and advises across equities, ETFs, fixed income, and select partnership interests when appropriate. Noteworthy features include a relatively small client base with about $18.7 million in assets under management, implying higher AUM per client than many peers, and an ongoing subscription planning product that permits clients to access discretionary management for up to $300,000 at no added subscription charge. The principal’s prior institutional experience and the inclusion of less common offerings for a small independent adviser—such as interests in real estate and oil and gas partnerships and active use of derivatives and margin—differentiate the firm from many independent peers.

To learn more about the advisors currently working at Cipriano Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Cipriano	Whippany, NJ	30

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