A complete list of active advisors currently associated with Gianotti Wealth Advisory
Warmer can help you find a great advisor at Gianotti Wealth Advisory or one who fits your needs even better.
Gianotti Wealth Advisory provides portfolio management, financial planning and pension consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate entities. The firm also recommends and places insurance products and annuities as part of its services. The firm develops individualized Investment Policy Statements and typically manages accounts with discretionary authority, using a core passive allocation with tactical active adjustments informed by fundamental, quantitative and modern portfolio theory analysis. Its stated investment approach emphasizes long‑term trading and periodic tactical shifts, and client accounts are custodied through Schwab Institutional. Noteworthy distinctions include a licensed insurance practice that accepts commissions for the sale of insurance products and annuities — a relationship the brochure discloses as a potential conflict of interest and documents for clients. The firm also highlights a formal pension consulting offering for employer plans, and it discloses policies intended to address conflicts (including documenting recommendations and informing clients they may purchase products elsewhere).
To learn more about the advisors currently working at Gianotti Wealth Advisory, 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 |
|---|---|---|
Kankakee, IL
| 23
|
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