Rocky Hill, CT 06067
8606812870
Welcome to WealthWise Capital Management, a premier investment advisory firm located in Rocky Hill, Connecticut. Founded by Michael Aldo Gandolfini and Roberto Rabassa, both serving as managing partners and Financial Advisors, WealthWise Capital Management is dedicated to serving clients across New England, the tri-state area, and nationwide for those willing to work remotely. With over a decade of combined experience in wealth management and financial planning, Michael and Roberto have honed their skills to provide exceptional guidance to clients seeking investment and goal planning services. Their extensive experience with major financial institutions revealed a common issue emphasis on quantity over quality, with strict sales quotas and a lack of genuine client focus.In response, Michael and Roberto established WealthWise Capital Management to prioritize integrity and client-centric service. They created an independent firm devoted to offering the personalized attention and high-quality service that are often missing in the financial services industry. WealthWise is designed for individuals who want to achieve their financial goals with the support of trustworthy and hardworking financial advisors. At WealthWise Capital Management, the team is committed to guiding clients through the complexities of investments and fluctuating markets. Their mission is to be the lighthouse that guides clients through rough seas to calmer waters, while securing their financial futures. Be wise with your wealth and call WealthWise Capital Management today!
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Firm Start Year
2024
No. of Employees
2-4
Firm CRD#
6413
Name of Broker/Dealer
Lpl Financial
Name of Custodial Firm
Lpl Financial
Years of Experience in Financial Services
15
Number of Years with Current Firm
9
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Money Management
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Securities Licenses
Series 6, Series 7, Series 66
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Firm's Number of Clients
192
Firm's Number of Planning Clients
180
Firm's Number of Managed Clients
192
Advisor's Number of Clients
262
Advisor's Number of Managed Clients
150
Advisor's Number of Planning Clients
180
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets
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LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures