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

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

Gagni Wealth Management provides investment advisory, portfolio management, and financial consulting to high‑net‑worth and non‑HNW individuals, as well as corporations, trusts, and small businesses. Services include discretionary and non‑discretionary management using three model allocations (Balanced, Moderate, Value), selection of third‑party money managers, and project‑based or hourly consulting; the firm also recommends and sells insurance products. The firm applies a mix of fundamental and technical analysis to construct and monitor portfolios, with periodic rebalancing and targeted strategic allocations. The Value model and certain separately managed accounts may employ options and other derivative strategies (straight calls/puts, straddles, strangles), and the firm uses performance‑based fee arrangements for accounts that specialize in option trading. Gagni Wealth is affiliated with another registered investment adviser and its representatives also act as insurance agents and, in some cases, registered representatives, receiving customary commissions and incentive awards—conflicts the firm discloses and states it monitors. As a small advisory team managing roughly $59.8 million across about 144 client relationships, the firm commonly recommends custodians and third‑party managers (e.g., Interactive Brokers, Schwab) and offers both model‑based management and access to individualized insurance and third‑party management solutions.

To learn more about the advisors currently working at Gagni 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.