How does the advisor help clients – Key Takeaways:
Ferraro Wealth Management, LLC is a financial services firm dedicated to helping clients achieve their financial goals through personalized and comprehensive strategies.
- Offers a wide range of financial services, including investment management, retirement planning, estate planning, and risk management.
- Provides tailored solutions to meet the individual needs and goals of each client.
- Utilizes a team approach, with experienced advisors working together to provide the best possible solutions for clients.
- Focused on building long-term relationships with clients and providing ongoing support and guidance.
Facts and Insights:
Ferraro Wealth Management, LLC has been in business for over 15 years, with a team of 8 experienced advisors. The firm manages over $500 million in assets for a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Risk management
- Tax planning
Client Types:
- High-net-worth individuals
- Business owners
- Executives
- Retirees
- Families
Fees & Compensation:
Ferraro Wealth Management, LLC operates on a fee-based compensation structure, meaning clients pay a percentage of their assets under management. This aligns the advisor’s interests with the clients’ goals and promotes a transparent and fair relationship.
Background:
The founder of Ferraro Wealth Management, LLC, John Ferraro, has over 25 years of experience in the financial industry. He is a Certified Financial Planner™ and holds a Master’s Degree in Financial Planning. The team of advisors at the firm also has a wealth of experience and expertise in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Ferraro Wealth Management, LLC is required to disclose any potential conflicts of interest or disciplinary events. Currently, the firm has a clean record with no disciplinary actions.