Carminucci Wealth Management

Who We Are

Carminucci Wealth Management is a full-service financial consulting agency partnering with LPL Financial. Led by Michael R. Carminucci, a seasoned professional with over two decades of industry experience, we empower individuals and families to achieve lasting financial success.

What We Do

We provide personalized financial planning and wealth management solutions across various areas, including:

• Retirement Accumulation Strategies: maximizing 401(k) plans, IRAs, and other retirement accounts.
• College Savings Plans: planning and securing your children's future tuition through optimized strategies.
• Management of Annuities: evaluating and optimizing your annuity options for reliable income in retirement.
• Stocks and Bonds: strategically diversifying your portfolio for balanced growth and stability.
• Tax Liability Issues: minimizing your tax burden and maximizing your financial potential.

Who We Service

Our diverse clientele includes:

• Concerned Individuals
• New Families
• Retired Earners
• Large Corporate Groups and Executives
• Teachers and Healthcare Workers (403B plans)
• Small Businesses

Why Choose Us

Our commitment to you includes:

• Personalized Attention: We take the time to understand your unique needs and goals.
• Custom Strategies: We design a tailored investment plan based on your individual circumstances.
• Uncompromising Client Service: We prioritize open communication, accessible guidance, and responsive support.

Our Approach

Carminucci Wealth Management utilizes a holistic approach to financial planning, focusing on sustainable growth, risk mitigation, and preserving your financial security. We leverage advanced technology and industry expertise to deliver impactful results.