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

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

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.

To learn more about the advisors currently working at Guidici 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.