Wealthcare Welcomes John Fiorito
John Fiorito is a financial advisor based in New York, New York, with almost 20 years of experience in the financial services industry. He provides comprehensive goals-driven wealth management to individuals, families, and small businesses. He focuses on financial, investment, and wealth management, along with asset preservation and tax strategies.
One benefit of his alliance with Wealthcare’s is their powerful GDX360® and WealthcareGDX® (Goals-Driven eXperience) platform. This time‐tested and powerful goals‐driven process enables him to effectively establish and track client goals for retirement while integrating enhanced investment planning and risk management tools into his process.
Utilizing this platform, John is relinquishing many of his non-revenue generating, non-client facing tasks to Wealthcare. This allows him to spend more time focusing on his mission to help his clients accomplish their most important financial dreams. He specializes in aiding clients going through a major life transition including inheritance, divorce, and the death of a partner/spouse.
Through the GDX360 process, John can provide clients with a wealth of information, from investment strategies to tax optimization. Wealthcare’s process synchronizes his client’s financial plans with their investments and calculates their Comfort Zone® based on their life goals. As the process monitors changes to his client’s plan based on life goals or market changes, John can proactively provide his clients with financial strategies that will keep them on track to reaching their personal goals.
Contact us today to learn more about how you can be a part of Wealthcare’s Goals-Driven eXperience?
