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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconMomentum
- Established Date
- 04-29-2024
- Office Locations
- 1
Office Locations
About Guidici Wealth Management LLC
GPS Retirement (Guidici Wealth Management LLC) is a Warwick, RI firm focused on retirement planning for everyday Americans, helping clients protect assets and build income, growth, and legacy strategies. The team combines financial planning with insurance-based solutions (including fixed annuities) and RIA investment management, with portfolios largely implemented using ETFs and custody at Charles Schwab. Founder Tom Guidici has 20+ years in financial and insurance work.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
THOMAS EDWARD GUIDICI
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #5455575
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICOLE LISE CAPUANO
--
- CRD
- #8040889
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,085,312 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,085,312 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,085,312
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,210,797,335 | 44.8% |
| Cash | $3,956,161,003 | 55.2% |
| Total | $7,166,958,338 | 100.0% |