Anthony Errico is a seasoned private wealth advisor with a distinguished 15-year career at Goldman Sachs, one of the world's leading financial institution. Specializing in wealth management for ultra-high-net-worth individuals he has extensive experience in guiding clients through their wealth creation events. Anthony's philosophy centers on building long-term relationships based on trust and transparency.
Beyond his professional achievements, Anthony is also actively involved in his community, volunteering his time and expertise to support various charitable organizations such as Island Harvest.
In his leisure time, Anthony enjoys spending quality time with his wife and two daughters.
We are stewards of your financial aspirations, committed to guiding you through the complexities of wealth management with impact, integrity, and independence.
General Information |
| Insurance License#: | N/A |
| Name of Custodial Firm: | Charles Schwab |
| States Licensed in: | New York |
| Work Experience: |
Goldman Sachs & Co (Vice-President): 2009 - 2024 Port Capital (Founder): 2024 - Present |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Foreign Languages Serviced: | N/A |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Tax Advice and Services, Education Funding and Planning |
Services |
| Investment Types: | Mortgages & Real Estate, Commodities, Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | 500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
| Fee % Based on Assets: | Yes |
| Hourly Rate: | N/A |
| Minimum Fee Charged for Hourly Planning Accounts: | N/A |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| https://portcapitalmgmt.com/disclosures/ |
Registered Investment Advisor:
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
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