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Wealthwise Capital Management Gandolfini-Rabassa & Associates

2189 Silas Deane Highway
Suite 14

Rocky Hill, CT 06067

8606812870

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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

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

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

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 66

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

RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org 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/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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

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