Advisors at this firm
Daniel M
CFP®, Series 66
Plainfield, CT
FCIG Wealth Management, LLC
Daniel Massucci is a CFP® with 25 years of industry experience, currently serving at FCIG Wealth Management, LLC. He is the owner of Massucci & Associates, LLC, a private entity providing business consulting services, and also works as a CPA for FCIG Global to facilitate accounting services. Additionally, he serves as a trustee and executor in a non-client capacity. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes the use of third-party managers following Modern Portfolio Theory and maintains a distinct service approach that excludes wrap fee programs and proxy voting authority.
Daniel M
Series 65
Plainfield, CT
FCIG Wealth Management, LLC
Daniel Massucci is a Series 65-licensed advisor at FCIG Wealth Management, LLC with experience dating back to 2010 through his work with Massucci & Associates, LLC. He has held roles at various firms including Isoplexis, AtlasXomics, and Spatomics. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management offers advisory services to individuals, high-net-worth clients, and businesses, primarily through a selection-of-other-advisers model combined with financial planning. The firm emphasizes third-party manager recommendations based on due diligence and applies Modern Portfolio Theory alongside a long-term trading approach.
Daniel D
Series 65
Plainfield, CT
FCIG Wealth Management, LLC
Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with a Series 65 designation and over eight years of experience in the financial services industry. His prior roles include positions at PwC, Marcum Wealth, LLC, and Massucci & Associates, LLC. FCIG Wealth Management provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a delegated investment model by appointing sub-advisors to manage portfolios based on documented client objectives, risk tolerance, and time horizon.
William G
CFP®, Series 66
Atlanta, GA
FCIG Wealth Management, LLC
William Gilmore II is a CFP® professional with 22 years of industry experience. He is currently with FCIG Wealth Management, LLC and has previously worked at Cambridge Investment Research and The Investment Center. Outside of advisory work, he serves as president of an independent insurance agency. FCIG Wealth Management provides advisory services primarily through a selection-of-other-advisers model combined with financial planning. The firm prepares Investment Policy Statements, applies Modern Portfolio Theory, and recommends third-party managers after due diligence, with client assets typically managed externally and reviewed quarterly.
Ryan B
Series 63, Series 66
Plainfield, CT
FCIG Wealth Management, LLC
Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of his advisory role, Bouchard is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management provides advisory services to individuals, high-net-worth clients, and business entities, primarily through a selection-of-other-advisers model combined with financial planning. The firm prepares Investment Policy Statements, employs Modern Portfolio Theory, and recommends third-party managers after due diligence, with most client assets managed externally and reviewed quarterly.