FCIG Wealth Management, LLC logo

FCIG Wealth Management, LLC

Updated today

Client assets under management

$89,319,612

Clients

179

13% high-net-worth

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

36

Low

Average account size

$498,992

About

FCIG Wealth Management provides wealth management and financial planning to individuals (including high‑net‑worth clients), as well as corporations and business entities. Services described in the brochure include asset allocation, portfolio monitoring, and management of held‑away retirement and education accounts (for example, 401(k)s, 529 plans, and HSAs) via a third‑party platform.

The firm’s investment model centers on selecting and appointing sub‑advisors to provide discretionary portfolio management and, where appropriate, allowing those sub‑advisors to further delegate authority; client objectives, risk tolerance, and time horizon are documented and accounts are reviewed at least quarterly. FWML also provides financial planning as part of its wealth management offering and may recommend private funds or alternative strategies through its sub‑advisors while outlining the attendant risks of options, ETFs, REITs, and non‑U.S. securities.

Noteworthy disclosures in the brochure indicate that the firm’s investment advisor representatives may receive external compensation for selling insurance products and for providing tax and accounting services, and the firm states it mitigates potential conflicts through disclosure and its fiduciary duty. FWML, formed in 2024, reports all assets managed on a discretionary basis through sub‑advisors rather than direct in‑house portfolio trading, a delegated structure that distinguishes its operating approach from many team‑based firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Tax-loss harvesting

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Fee options

Fixed

$500 to $10,000 depending on complexity for stand-alone financial planning services (may be waived if plan is implemented through FWML)

Percentage

Up to 2% annually (negotiable, includes sub-advisor fees)

Main office location

FCIG Wealth Management, LLC

94 Norwich Road

Plainfield CT 06374, United States

Number of offices

1

Most active in

Connecticut · Florida · Georgia · Massachusetts · New Hampshire · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

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.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

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.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

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.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

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.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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