What We Do And How We Can Help
Have you ever wished you had direct and easy access to a financial professional for questions that pop into your mind? Instead of searching Google for answers and always wondering if the information is correct or applicable to your specific situation, wouldn’t you rather have a trusted professional to turn to? Think of how much your stress could decrease if you could just dial up a lawyer or a doctor, get personalized advice from someone who knows you, and can help you make decisions with confidence!
That’s where we come in. Guarino Wealth Management is your 411 and 911 phone call for all your financial questions. Like top athletes, high-performing professionals have well-educated, experienced coaches they can trust to help with the technical complexities to circumnavigate the traps in their financial situation. You face unique financial challenges, but you don’t need to be overwhelmed or intimidated by them. Most importantly, you don’t have to go it alone. “As a Wealth Advisor I have worked with and motivated hundreds of people. I have the experience to walk you through each stage of your financial life, and I provide custom financial strategies to get you moving toward your goals. Maybe you would like to reduce exposure to a concentrated stock position, diversify your portfolio, streamline your finances, or create your very own custom financial strategy. I’m here to help you thoroughly prepare for your financial future”. – Michael J. Guarino III, CDFA®
Who We Are
Let’s start at the beginning. In 2008, my father and I founded Guarino Wealth Management. We aligned ourselves with LPL Financial, the nation’s largest independent broker dealer*. We took comfort in LPL’s ability to accommodate our clients and make them feel at home. We found LPL’s technology and support way ahead of the pack. Guarino Wealth Management was a father/son team up until 2018 when my father passed away. Now I’m leading the team. I feel incredibly honored to further my father’s legacy and carry on the values he instilled in our family-run firm, the most important of which is treating clients like they are part of our family, making them feel at home every time they walk into our office or interact with one of our team members.
What We Do
As an independent firm backed by LPL Financial, Guarino Wealth Management offers a suite of financial services which addresses every area of a person’s financial life. We believe that smart comprehensive financial planning should include investment management, income planning, tax and estate planning, risk management and education planning. By addressing each of these areas, we create a comprehensive plan designed to help you work towards your many financial and personal goals.
We know that your life situation doesn’t look like anyone else’s, so neither should your financial plan. We take the time to get to know you, identifying your goals, wishes, wants and needs. Then we offer you honest, objective advice to create a custom strategy tailored to you.
Who We Serve
While we serve a diverse group of clients, the majority of them are middle- to upper-middle-class corporate employees who have retired or desire to retire in the next ten years. As a busy professional, you have a lot to juggle. You are dedicated to your job, family, and community, and often have very little time and energy to focus on the details necessary to optimize your finances. We work around your busy schedule and lifestyle, offering webinars, virtual meetings, and convenient technology to save you time. We do everything in our power to make sure you have no barriers in the way of pursuing your financial goals.
We work with a considerable number of retirees, who also lead busy lives and are involved in many activities, as well. Our flexibility and commitment to their financial security gives them the freedom to pursue their ideal retirement, knowing we are addressing any financial challenges they encounter, such as healthcare costs, Social Security benefits, and withdrawal strategies.
What Makes Guarino Wealth Management
Based on what our clients have told us through the years, we believe people choose to work with us for a couple of reasons. First and foremost, we care—a lot. We want our clients to feel confident that we will provide appropriate options for them and their family and that their needs are at the center of every strategy we create and service we provide.
Secondly, they love that the personal touch we offer is coupled with the strength of LPL Financial. Our affiliation with LPL Financial allows us to offer our clients honest, independent advice, investments, and financial strategies. It’s the best of both worlds!
Our Goal For You
More than anything else, we want you to feel equipped and confident to make informed, educated financial decisions that bring you closer to your goals. Do you need a financial advisor you can trust? Let Mike and the Guarino Wealth Management family take care of your family. Call our office at (973) 625-1112 or email firstname.lastname@example.org to schedule a complimentary introductory meeting to see how we can help.
Michael J. Guarino III, Wealth Advisor, CDFA®, is an innovative wealth advisor specializing in custom financial strategies for corporate executives and professionals from coast to coast.
Mike worked as a manager in information technology for 12 years at the headquarters of a Fortune 500 company before starting his own wealth management company, Guarino Wealth Management, in 2008. He knows what a day in the life of a busy corporate professional is like, and he chose to make his specialization in working with corporate executives and professionals.
Mike has a bachelor’s degree from William Paterson University and has diverse backgrounds in information technology as well as finance. He combines these two disciplines to provide specialized, comprehensive, and custom financial strategies to his clients.
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Guarino Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.