By Mike Guarino
Have you ever wished you had a modern-day Rolodex that gave you direct and easy access to a professional for whatever questions pop into your mind? Instead of scouring Google for answers, always wondering if the information is correct or applicable to your life, wouldn’t you rather have a trusted professional to turn to? Think of how much your stress would decrease if you could just dial up a lawyer or a doctor, get personalized advice from someone who knows you, and make decisions with confidence!
That’s what we do. Guarino Wealth Management is your 411 and 911 call for anything financial. When you are curious about the markets or how to start saving for your child’s college education, we are here. If you get divorced or face an unexpected circumstance, we can help. We understand how complicated finances can be, so we strive to be your go-to resource for all your financial needs.
Who We Are
Let’s start at the beginning. In 2008, Guarino Wealth Management was founded by my father, Michael Guarino, Jr., and was run as a father/son team until 2018. When my father passed away, I started leading the firm. I feel incredibly honored to further his legacy and carry on the values he instilled in our family-run firm, the most important of which is treating clients like they are part of our family, making them feel at home every time they walk into our office or interact with one of our team members.
What We Do
As an independent boutique firm backed by LPL Financial, we offer a suite of financial planning services which addresses every area of your financial life. We believe that a smart comprehensive financial plan includes retirement income planning, education planning, tax and estate planning, and risk management. By addressing each of these areas, we create a cohesive plan designed to help you work towards your many financial and personal goals.
We know that your life situation doesn’t look like anyone else’s, so neither should your financial plan. We take the time to get to know you, identifying your goals, risk tolerance, and time horizon and offer you honest, objective advice to build a plan tailored to you.
Who We Serve
While we serve a diverse group of clients, the majority of them are middle- to upper-middle-class corporate employees who desire to retire in the next ten years. As a busy professional, you have a lot to juggle. You are dedicated to your job, family, and community, and often have very little time and energy to focus on the details necessary to optimize your finances. We work around your schedule and lifestyle, offering webinars, virtual meetings, and convenient technology to save you time. We do everything in our power to make sure you have no barriers in the pursuit of your financial goals.
We also work with a considerable amount of retirees, who also lead busy lives and are involved in many activities. Our flexibility and commitment to their financial security give them the freedom to pursue their ideal retirement, knowing we are taking care of any financial challenges they encounter, such as healthcare costs, Social Security benefits, and withdrawal strategies.
What Makes Guarino Wealth Management Unique
Based on what our clients have told us through the years, we believe people choose to work with us for a couple of reasons. First and foremost, we care—a lot. We want our clients to feel confident that we will provide appropriate options for them and their family and that their needs are at the center of every strategy we create and service we provide.
Second, they love that the personal touch we offer is coupled with the strength of LPL Financial, one of the leading financial service companies. This partnership allows us to offer asset management along with a breadth of resources while still focusing on attentive service that can help make you feel like family. It’s the best of both worlds!
Our Goal For You
More than anything else, we want you to feel equipped and confident to make informed, educated financial decisions that bring you closer to your goals. Do you need a financial advisor you can trust? Let the Guarino Wealth Management family take care of your family. Call our office at (973) 625-1112 or email firstname.lastname@example.org to schedule a complimentary introductory meeting to see how we can help.
Michael J. Guarino III is lead financial advisor and Certified Divorce Financial Analyst (CDFA™) at Guarino Wealth Management, an independent family-run financial services firm providing clients with financial solutions that suit their individual needs. Mike leverages his diverse background in technology to provide comprehensive and personalized financial planning services, including retirement planning, benefits analysis, investment planning, estate planning, and college planning. Mike has a bachelor’s degree from William Paterson University. To learn more about Mike, connect with him on LinkedIn.
Guarino Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Securities and advisory services offered through LPL financial, a registered investment advisor. Member FINRA/SIPC.