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GUIDICI WEALTH MANAGEMENT
Guidici Wealth Management LLC is an SEC-registered investment adviser in Warwick, RI. The firm manages approximately $14 million in regulatory assets.
GUIDICI WEALTH MANAGEMENT
Guidici Wealth Management LLC is an SEC-registered investment adviser in Warwick, RI. The firm manages approximately $14 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Warwick
Corporate office
Red Bank, NJ, United States
Frequently asked questions
What core services does Guidici Wealth Management provide?
The firm provides trust administration, estate settlement, investment management, tax planning, and family governance coordination. Its practice emphasizes fiduciary oversight, acting as trustee or co-trustee while coordinating legal and accounting professionals for each client family.
How does Guidici Wealth Management approach investment management?
The firm constructs tax-aware portfolios across public equities, fixed income, and private market exposures, typically through separately managed accounts and curated fund allocations. Investment decisions are integrated with estate planning considerations to account for step-up in basis, trust distribution schedules, and liquidity needs tied to tax deadlines.
Is Guidici Wealth Management a single-family or multi-family office?
It operates as a multi-family office serving multiple unrelated client families from its Red Bank, New Jersey base. The firm does not appear tied to a single founder's legacy wealth.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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