Guidici Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and portfolio management services primarily to individual clients and states that managed accounts are available to high‑net‑worth individuals. Services described in the brochure include tailored investment advice and written investment strategies across cash, equities, mutual funds, bonds and annuities, and access to third‑party sub‑advisors.
It typically delivers discretionary portfolio management and uses a mix of asset‑allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading depending on client objectives; accounts are reviewed at least quarterly and the firm recommends Charles Schwab as its primary custodian while allowing clients to direct brokerage. When recommended, unaffiliated sub‑advisors may be given discretionary authority to manage all or part of client assets while the firm retains supervisory responsibility.
Notable distinctions include that the firm’s principal and some representatives are also licensed insurance agents and may offer commissionable insurance products, an activity the brochure says can consume up to 30% of their time and can create potential conflicts of interest. The firm is newly formed (registered in 2024), manages a relatively small asset base (about $14 million), and provides a one‑time financial plan by default, with further planning available only for an additional fee.
Client services
Expertise
Fee options
Option for customized flat fee alternative to tiered AUM fee
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,001: 0.85% $5,000,001+: 0.75%
Main office
250 B Centerville Road
Warwick RI 02886
Advisors at this office
2
Most active in
Connecticut · Massachusetts · Rhode Island
Also doing business as
Gps Retirement LLC · Guidici Wealth Management 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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas G
Series 63, Series 66, Series 65
Warwick, RI
Guidici Wealth Management LLC
Thomas Guidici is a financial advisor at Guidici Wealth Management LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Coppell Advisory Solutions LLC, Gibbs Wealth Management, LLC, and Guidici Financial Group. He is the founder and an insurance agent of Guidici Financial Group, where he sells fixed index annuities, MYGA, and FIUL products. Guidici Wealth Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and discretionary portfolio management using a variety of strategies, with quarterly account reviews and access to third-party sub-advisors.
Nicole C
Series 65
Warwick, RI
Guidici Wealth Management LLC
Nicole Capuano is a financial advisor with Guidici Wealth Management LLC in Warwick, Rhode Island. She holds a Series 65 designation and has one year of experience at Guidici Wealth Management. Additionally, she has served as vice president and relationship manager at GPS Retirement LLC since 2016, focusing on retirement and insurance client relations. Guidici Wealth Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and written strategies across various asset classes, employing discretionary portfolio management with techniques such as asset allocation and dollar-cost averaging.
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