Granite Islands Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$216,020,543
Clients
477
Advisors
4
of 4 employees
About
Granite Islands Private Wealth provides discretionary and non‑discretionary investment management, financial planning, ERISA plan advisory and consulting to a mix of clients that include individuals, high‑net‑worth clients, trusts, retirement plan participants and institutional accounts. As of December 31, 2025 the firm reported managing approximately $229.9 million across roughly 491 accounts and delivers ongoing portfolio management as well as one‑time or periodic consulting services.
The firm uses a blend of fundamental, technical (including charting and relative strength) and portfolio‑level approaches such as Modern Portfolio Theory, tactical asset allocation and trend‑following to build client‑specific portfolios, employing both active and passive instruments. In implementing strategies Granite Islands may use derivatives (notably options), borrow on margin or otherwise use leverage for customized separately managed accounts, and can shift to cash or defensive allocations as part of risk management.
Granite Islands’ business relationships and personnel activities distinguish it from many peers: certain supervised persons are registered representatives of Sanctuary Securities and may provide commission‑based brokerage (with possible fee‑offset arrangements), and some are licensed insurance agents who may offer commissionable insurance products. The firm also operates on the tru Independence platform and discloses its affiliation with related advisers that supply reporting, compliance and transition services, noting these relationships as potential conflicts managed through policies and disclosures.
Client services
Expertise
Fee options
Fixed fees may apply for financial planning and consulting services as stipulated in advisory agreement
Up to 1.75% annually
Certain supervised persons provide securities brokerage services under separate commission-based arrangements through Sanctuary Securities, Inc.
Hourly fees may apply for financial planning and consulting services as stipulated in advisory agreement
Minimum fee: May include a minimum annual fee as stipulated in the Investment Advisory Agreement Fee-only: Fees may be hourly or fixed fees for financial planning and consulting services
Main office
157 Goose Lane, #3
Guilford CT 06437
Advisors at this office
4
Most active in
Connecticut · New Hampshire · New York
Also doing business as
Granite Island Private Wealth, LLC · Granite Islands Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lorenzo G
CFP®, Series 63, Series 65
Guilford, CT
Granite Islands Private Wealth, LLC
Lorenzo Gaudioso is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Granite Islands Private Wealth, LLC and has held positions at firms including Carson Wealth, Morgan Stanley, and Oppenheimer. Outside of his advisory role, he serves as a Justice of the Peace for the Town of Roxbury, performing ceremonial duties. Granite Islands Private Wealth provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a combination of fundamental, technical, and portfolio-level strategies, utilizing both active and passive instruments to tailor portfolios to client needs.
Charles A
Series 63, Series 65
Guilford, CT
Granite Islands Private Wealth, LLC
Charles Andriole is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked for Hightower Advisors for 10 years and more recently joined Granite Islands Private Wealth and Sanctuary Securities. He is the founder and managing director of Granite Islands Private Wealth. Granite Islands Private Wealth provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including Modern Portfolio Theory and tactical asset allocation, using both active and passive strategies tailored to client portfolios.
Robert D
Series 63, Series 65
Guilford, CT
Granite Islands Private Wealth, LLC
Robert Delucca is a financial advisor with Granite Islands Private Wealth, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He previously worked at Hightower Advisors, LLC for ten years and has been with Granite Islands Private Wealth and Sanctuary Securities, Inc. since 2025. Delucca is also the owner of The RAD Advisory LLC, an investment advisory business. Granite Islands Private Wealth, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies, including tactical asset allocation, technical and fundamental analysis, and the use of derivatives and leveraged strategies tailored to client needs.
Michele A
Series 66
Guilford, CT
Granite Islands Private Wealth, LLC
Michele Arsenault is a financial advisor at Granite Islands Private Wealth, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors for 12 years before joining Granite Islands and Sanctuary Securities in 2025. Granite Islands Private Wealth provides discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, high-net-worth clients, trusts, retirement plan participants, and institutional accounts. The firm employs a blend of fundamental and technical approaches, including portfolio-level strategies such as Modern Portfolio Theory and tactical asset allocation, using both active and passive instruments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)