Carminucci Wealth Management uses the most modern techniques in investment management while maintaining traditional ethics. We deliver personalized focus and devotion to each individual client with uncompromising levels of service. We educate our clients on the opportunities and rewards that are available as we help you focus on your personal financial situation.
Services
Carminucci Wealth Management is a full-service financial consulting agency that partners with LPL Financial. Fully independent, Michael R. Carminucci is a lion in the industry. We provide sound advice for creation, maintenance, and growth in the areas of Retirement Accumulation Strategies, College Savings Plans, Management of Annuities, Stocks and Bonds, and Tax Liability Issues.
Michael Carminucci is a hands-on financial consultant with over twenty years experience in the industry. His accomplishments include actively managing over 1,000 current accounts. To keep on top of the rapidly changing financial industry, Michael has earned the financial designation of EA, (Enrolled Agent).
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Carminucci Wealth Management and LPL Financial do not provide tax or legal advice.
A 403(b) plan is a retirement savings tool that is available to millions of employees of nonprofit corporations, schools and churches. Similar to 401(k) plans, which are available to employees of private-sector companies, 403(b) plans allow individuals to make salary deferral contributions that are usually limited by regulatory caps.
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