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Wealthwise Capital Management Gandolfini-Rabassa & Associates

Tel: 860-681-2870
2189 Silas Deane Highway
Suite 14
Rocky Hill, CT 06067
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Wealthwise Capital Management Gandolfini-Rabassa & Associates | Financial Advisor in Rocky Hill ,CT

About Wealthwise Capital Management Gandolfini-Rabassa & Associates

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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General Information

Firm Start Year:   2024
No. of Employees:   2-4
Name of Broker/Dealer:   Lpl Financial
Name of Custodial Firm:   Lpl Financial
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

Services

Investment Types:   Insurance, Annuities, Stocks, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds
Can meet clients in the following ways:   Your Office, Email, Video Conference, Your Home, Our Office, Phone

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

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

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf


Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

Compliance

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


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

Compensation Arrangements

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