Guarino Wealth Management is a family-run Financial Services and Wealth Management firm. firm providing clients with financial planning, investment services, and techniques that suit their individual needs. Their roots go back to 1993 when Mike Guarino Jr. opened the 6th Edward Jones Investments office in New Jersey. Years later Mike Jr. was joined by his son, Mike Guarino III. Then in 2008 the father/son team joined LPL Financial, an independent broker/dealer and founded Guarino Wealth Management. The firm is now led by Michael Guarino III, CDFA. As an independent wealth advisor, Mike and his team treat their clients like family, making them feel at home every time they walk into their Denville, New Jersey office. They strive to understand their clients to help them make informed financial decisions together.
Do you need a financial advisor you can trust? Look no further, let our family take care of your family.
Trust – This is something we take very seriously. We are committed to acting in your best interest. Our goal is to bring clarity and transparency to your financial life. We do this by building a relationship with you, developing a financial plan, implementing this plan, keeping a watchful eye on it, and adjusting your plan when appropriate.
With an advanced designation, Mike Guarino III, CDFA, and his team provide planning, advice, and investment portfolios specifically designed to help you every step of the way.
We know you have many choices when it comes to working with financial planners and wealth advisors. We also know how difficult it can be to find financial professionals to partner with, especially someone you can trust.
Look no further. At Guarino Wealth Management, we believe you deserve the best. We seek to set ourselves apart and act in your best interest. We have a track record of helping people just like you understand their finances and make educated financial decisions.
We aren’t all things to all people, we’re all things to some people. We’re more than happy to spend some time with you to figure out if we’re a good fit for each other.
We offer you these benefits:
A Relationship You Can Rely On
Our business was built for one purpose, to serve you. From our very first interaction together, we strive to make you feel right at home. Your needs, wants, and wishes are at the core of our relationship. We take time to get to know you, your family, your lifestyle, and your concerns. We believe no two investors are exactly the same and there are no cookie cutter approaches. Whether you need planning to help determine when you can retire, a deep dive into your investment portfolio, or help saving for your child’s education, we create custom financial plans and investment portfolios specific to your life and lifestyle. In all we do, we provide you with a personal touch, responsive support, and excellent white glove service.
A Trustworthy Fiduciary
Simply put, we are dedicated to focusing on your goals and offering our experience guidance. Your success is our success. Our 22 years of combined experience and track record provide you with competent advisors whose professional and customized advice can help you navigate life’s major decisions with confidence.
“When I make recommendations or give advice to a client, I remain focused on what’s in their best interest. I ask myself, is this something I would recommend for me, my mother and my sisters in the same circumstance?” Mike Guarino III, CDFA.
The Horsepower of LPL Financial With A Personalized Touch
As part of LPL Financial, one of the leading financial service companies and the largest independent broker/dealer in the nation*, we are able to offer quality asset management and the breadth of resources and capabilities of a large corporation with personal relationships and tailored, attentive service.
* As reported in Financial Planning magazine 1996-2018, based on total revenues.
Collaboration With Your Other Professionals
With your permission, we will collaborate with your other trusted professionals, including your CPA and attorney, to ensure that there are no gaps in your financial picture. We work hard to ensure that your needs are addressed with a 360 degree perspective.
A Network of Professionals
We’ve built a network of professionals that can help service our clients in ways that we do not. From Realtors, Mortgage Professionals, Property and Casualty Insurance agents, Bookkeepers, Evaluators, Appraisers and more, we’re always expanding our list to better serve our clients in a holistic manner.
Superb Customer Service
Let’s face it, from time to time you may have questions or concerns about your investments, taxes, insurances, and other matters and you need support. We see this as an opportunity to shine. Our staff is specifically trained in hospitality to give you personalized, custom support and white glove service that’s hard to find and you deserve.
Our Alliance with LPL Financial
LPL Financial is our Broker/Dealer and one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best, help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports us in helping our clients by offering a robust mix of services and tools such as:
State-of -the-art technology
Comprehensive clearing and compliance services
Practice management programs and training
Independent research
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions, analyze and develop financial plans that support every stage of their clients’ lives, and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2018, based on total revenues.
