Welcome to WealthWise Capital Management, a premier investment advisory firm located in Rocky Hill, Connecticut. Founded by Michael Aldo Gandolfini, serving as the Founder and Financial Advisor, WealthWise Capital Management is dedicated to serving clients across New England, the tri-state area, and nationwide for those willing to work remotely. With extensive experience in wealth management and financial planning, Michael has honed his skills to provide exceptional guidance to clients seeking investment and goal planning services. His 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 established WealthWise Capital Management to prioritize integrity and client-centric service. He has 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.
Michael Gandolfini
Founder & Financial Advisor
Meet the Founder
Hello, I'm Michael Aldo Gandolfini, the Founder and Financial Advisor at WealthWise Capital Management. With a passion for finance and a dedication to service, I've built a firm that stands on the pillars of meticulous attention to detail and unwavering integrity.
My Journey
My journey into the world of finance began with a simple belief: that every individual should have the opportunity to grow their wealth with confidence. This belief turned into a commitment, leading me to establish WealthWise Capital Management. Here, we don't just manage assets; we nurture dreams and build legacies.
My Approach
As a seasoned financial advisor, I understand that the devil is often in the details. Whether it's analyzing market trends or tailoring investment plans, my approach is thorough and precise. I believe in leaving no stone unturned andÃÂ design portfolios which seek to weather the storms and seize opportunities.
Our Ethos
Integrity is the cornerstone of everything we do at WealthWise Capital Management. It's not just about making the right choices; it's about making suitable choices for our clients. Our goal is to operate with transparency and honesty, creating a foundation of trust that extends beyond business transactions.
Beyond the Numbers
When I'm not immersed in financial charts and market analyses, I cherish the moments spent with my family. My wife Kimberly and our two sons, Angelo and Gianni, are my greatest joys. Together, we explore the great outdoors, often finding ourselves building sandcastles and chasing waves at the beach
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: | Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Risk Management |
Services |
| Investment Types: | Bonds, Options & Futures, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Annuity, Long Term Care, Annuity, 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/edam/format/disclosure/a58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
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
| 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 |
| Check | Money Order |
| Bank Transfer | Visa |
| MasterCard | American Express |
| Discover | |
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