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.

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.

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.