Guidici Wealth Management LLC

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Client assets under management

$14,085,312

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$220,083

About

Guidici Wealth Management provides investment advisory and portfolio management services to individual clients and, according to its brochure, to high‑net‑worth individuals. The firm offers discretionary management, written investment strategies, access to third‑party sub‑advisors, and advice across cash, equities, mutual funds, bonds, and annuities.

The firm’s process is client‑driven and tailored to objectives, time horizon, and risk tolerance, using techniques such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases; it may be granted discretionary authority to implement investment decisions. Accounts are reviewed at least quarterly by the firm’s reviewer, clients receive regular custodian statements, and a one‑time financial plan is provided with additional planning available upon request.

A distinctive aspect is that the firm’s principal and some representatives are licensed insurance agents who may offer commissionable insurance and annuity products (the brochure discloses this activity may occupy up to 30% of their time), a relationship the firm identifies as a potential conflict it seeks to manage. Although the brochure states it serves high‑net‑worth individuals, the firm’s modest reported AUM (about $14.1 million) and small two‑advisor team serving 64 clients point to an operational focus on individual, non‑HNW clients rather than a concentrated HNW practice.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Fixed

Customized flat fee option available as alternative to tiered fees.

Percentage

$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%

Main office location

Guidici Wealth Management LLC

250 B Centerville Road

Warwick RI 02886, United States

Number of offices

Most active in

Rhode Island

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 844-484-3424

Advisors at this firm

Thomas G

Series 63, Series 65, Series 66

Warwick, RI

Guidici Wealth Management LLC

Thomas Guidici is a financial advisor with Guidici Wealth Management LLC in Warwick, RI, holding Series 63, 65, and 66 licenses and with four years of industry experience. He has worked at Coppell Advisory Solutions LLC, Gibbs Wealth Management, LLC, and has been involved with Guidici Financial Group since 2012. He is also the founder and an insurance agent of GPS Retirement LLC, a business focused on fixed index annuities and related products. Guidici Wealth Management LLC provides investment advisory services to individual and high net worth clients, offering customized investment strategies that include discretionary managed accounts and the use of third-party sub-advisors. The firm’s approach integrates asset allocation, dollar-cost averaging, and both long- and short-term strategies, with ongoing supervision and quarterly reviews.

Annuities

Nicole C

Series 65

Warwick, RI

Guidici Wealth Management LLC

Nicole Capuano is a financial advisor at Guidici Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has also served as Vice President and Relationship Manager at GPS Retirement LLC since 2016, focusing on retirement and insurance client relations. Guidici Wealth Management LLC provides investment advisory services to individual and high net worth clients through discretionary managed accounts, tailored financial plans, and the use of third-party sub-advisors. The firm’s investment approach is customized to each client’s goals and risk tolerance, offering both long- and short-term strategies with ongoing supervision and quarterly reviews.

Annuities

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