FCIG Wealth Management, LLC logo

FCIG Wealth Management, LLC

Updated today

Client AUM

$248,900,448

Clients

447

Advisors

5

across 2 offices

About

FCIG Wealth Management LLC serves individuals (including high-net-worth clients), as well as corporations and business entities, offering wealth management that combines discretionary asset management and financial planning. The firm typically charges asset-based management fees and uses sub‑advisors and a third‑party platform to manage both custodial and held‑away assets (401(k)s, 529s, HSAs) on a discretionary basis.

Investment programs are tailored to clients’ objectives, time horizons and risk tolerances, with appointed sub‑advisors implementing strategies that can include long- and short-term purchases, option strategies, ETFs, mutual funds, and, when appropriate, private fund investments. FWML conducts at least quarterly account reviews, provides financial planning at no additional fee for wealth management clients (or as a standalone flat‑fee engagement), and documents client goals and restrictions in profile forms.

Several of the firm’s investment adviser representatives also act as licensed insurance agents and provide tax and accounting services, a cross-practice arrangement the brochure identifies as a potential conflict of interest and which the firm says it mitigates through disclosures and its Code of Ethics. Founded in 2024, the firm manages roughly $282 million in discretionary assets, routes portfolio management through sub‑advisors, and caps combined advisor and sub‑advisor fees at no more than 2%.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Tax-loss harvesting Annuities

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Fee options

Fixed

Between $500 and $10,000 for stand-alone financial planning, based on complexity; fee may be waived if plan is implemented through FWML

Percentage

Up to 2% annually maximum combined fee

Main office

See office

94 Norwich Road

Plainfield CT 06374

Advisors at this office

4

Most active in

Connecticut · Florida · Georgia · Massachusetts · New Hampshire · North Carolina · Rhode Island · South Carolina · Texas

Also doing business as

Fcig Wealth · Fcig Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel M

CFP®, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Massucci is a CFP® with 26 years of industry experience, currently affiliated with FCIG Wealth Management, LLC. He previously worked at Commonwealth Financial Network for nine years and has operated his own firm, Massucci & Associates, LLC, since 1987. Outside of advising, he provides business consulting services through Massucci & Associates and serves as a trustee and executor in non-investment related matters. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering wealth management with discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and conducts regular account reviews.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Daniel M

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Massucci is a financial advisor at FCIG Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for one year and previously worked in various roles including positions at Isoplexis and ownership of Massucci & Associates, LLC since 2010. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning through a combination of sub-advisors and third-party platforms. The firm tailors investment programs to client objectives and conducts regular account reviews while providing integrated insurance and tax services.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Daniel D

Series 65

Plainfield, CT

FCIG Wealth Management, LLC

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with experience at Massucci & Associates, LLC, Marcum Wealth, LLC, and PwC. He holds a Series 65 designation and has been in the financial industry since 2019. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities, providing wealth management through discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs according to clients’ objectives, risk tolerances, and time horizons.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

William G

CFP®, Series 66

Atlanta, GA

FCIG Wealth Management, LLC

William Gilmore II is a CFP® with 23 years of industry experience, currently serving at FCIG Wealth Management, LLC since 2024. Prior to that, he worked at Cambridge Investment Research and The Investment Center from 2015 to 2024. Outside of financial advising, he is president of an independent insurance agency, First Casualty Insurance Agency, Inc. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning. The firm uses sub-advisors to implement tailored investment strategies across various asset types and provides ongoing financial planning and account reviews.

Private / alternative investments Tax-loss harvesting Annuities
user avatar

Ryan B

Series 63, Series 66

Plainfield, CT

FCIG Wealth Management, LLC

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining FCIG Wealth Management in 2024, he worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of advisory services, he is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers wealth management with discretionary asset management and financial planning, utilizing sub-advisors and a third-party platform to manage a range of assets tailored to clients’ objectives and risk tolerances.

Private / alternative investments Tax-loss harvesting Annuities
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