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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2022
- Office Locations
- 1
Office Locations
About Retire Ready Wealth Management
Retire Ready Wealth Management (Retire Ready Financial Group) is a Radnor, PA retirement-focused advisory led by Jim Cipriotti. The firm provides retirement income planning, tax and Social Security-focused analysis, and ongoing investment management, including 401(k)/IRA rollovers and legacy/insurance planning. Portfolios are primarily ETF-based and custodied at Fidelity/NFS. Cipriotti hosts the weekly “Freedom to Retire Radio” show.
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Owner & Executives
JAMES VINCENT CIPRIOTTI
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #3021100
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,099,000 | $187,101 |
| Non-Discretionary | $0 | -- |
| Total | $100,099,000 | $187,101 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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