A complete list of active advisors currently associated with Dolcini Capital Management

Warmer can help you find a great advisor at Dolcini Capital Management or one who fits your needs even better.

The firm provides investment management and financial planning to individuals, trusts, small businesses/corporations, and estates. Services include written financial plans, non‑discretionary portfolio management, and referrals to third‑party registered advisers for clients seeking discretionary management or alternative investments. Investment strategies are developed from client‑specific information such as employment status, cash reserves, retirement account values, anticipated retirement date, and risk tolerance, and the firm uses economic and market research (government reports, industry analyses, and corporate insider activity) to inform allocations. Directly managed portfolios use common securities, mutual funds and ETFs, CDs, government securities, options and limited partnerships, and accounts are reviewed on a weekly basis. The firm is notable for its affiliation with a separate wealth‑management and insurance practice and for having a principal who is a licensed life insurance agent and may devote up to half of his work week to insurance activities and commissions, a combination that is uncommon among small independent advisers and can create potential conflicts of interest. It also accepts fee‑sharing arrangements with third‑party advisers and reported no assets under management as of December 31, 2020, features that distinguish its operating model from many peers.

To learn more about the advisors currently working at Dolcini Capital Management, 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.