WHO WE ARE:

Carminucci Wealth Management is a full-service financial consulting agency that partners with LPL Financial. Fully independent, Michael R. Carminucci is a lion in the industry. 

 

WHAT WE DO:

We provide sound advice for creation, maintenance, and growth in the areas of Retirement Accumulation Strategies, College Savings Plans, Management of Annuities, Stocks and Bonds, and Tax Liability Issues. With personal attention, we work with both individuals and groups to deliver uncompromised levels of service and success.

 

WHO WE SERVICE:

We service: Concerned Individuals, New Families, Retired Earners, Large Corporate Group Accounts, Teacher and Health Workers (403B), Small Businesses, and in addition, all those concerned about maximizing returns on 401K, deferred compensation, and IRA's.

 

WHY USE US:

Carminucci Wealth Management seeks to demystify financial planning. By utilizing top-to-bottom investing options, a custom investing strategy will be created for you. Carminucci Wealth Management is confident in this approach, having meaningfully invested over 100 million dollars.

Financial planning