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

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

Grosso Wealth Management provides financial planning, discretionary portfolio management, and retirement plan consulting to employer plan sponsors as well as to individual clients across non‑high‑net‑worth and high‑net‑worth segments. Services described in the firm brochure include ongoing financial planning, project‑based comprehensive plans, employee benefits optimization, business planning, and educational seminars. The firm operates as a fee‑only registered investment adviser and manages client portfolios on a discretionary basis, typically using long‑term, passive buy‑and‑hold strategies built with mutual funds and ETFs. GWM tailors investment strategies and planning to each client’s circumstances, offers one‑time project engagements, and reports about $3.76 million in discretionary assets under management. Notably, GWM provides retirement plan consulting to plan sponsors and discloses it can act in an advisory/ERISA fiduciary capacity (e.g., Section 3(21)/3(38) services), a service set that is uncommon among managers focused on pooled or institutional mandates. The firm also emphasizes educational seminars and fixed‑fee project planning options and operates without accepting commissions for product sales.

To learn more about the advisors currently working at Grosso 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.