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GAGNI WEALTH MANAGEMENT
Gagni Wealth Management is a family founded registered investment advisory firm. It specializes in illuminating the path to success for a diverse clientele,...
Overview
Gagni Wealth Management is a family founded registered investment advisory firm. It specializes in illuminating the path to success for a diverse clientele, including individuals, families, business professionals, retirees, and small business owners. The firm crafts tailored investment strategies and offers financial planning, investment management, risk management, and retirement and multi-generational planning.
General information
Firm type
RIA
Year founded
2015
Location
Region
North America
Country
United States
City
Brooklyn
Corporate office
United States
Principals
Marc Gagni
Investment Advisor
Allison Gagni
Investment Advisor
Marlon Gagni
Founder
German Ricardo Mora
IAR at Gagni Wealth Management
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