Invest with Confidence
Let's Plan Goals

LPG Wealth Management is dedicated to providing financial guidance at every stage of life, helping you plan a brighter future

Financial | Investment Planning (475)444-6244

Invest with Confidence
Let's Plan Goals

LPG Wealth Management is dedicated to providing financial guidance at every stage of life, helping you plan a brighter future

Financial | Investment Planning (475)444-6244

What We Stand For

LPG Wealth Management was created to serve clients better by delivering 

Wall Street solutions to Main Street America.  This is accomplished by leveraging 20+ years of industry experience along with the latest tools and resources available in the market, while delivering them in a way our clients can understand.  

Our Mission is to provide Goal-Based Financial Planning tailored to the unique needs and wants of our clients.  We strive to be the trusted advisor you recommend to everyone you love and care about.

A bright future starts with a clear picture of today

LPG Wealth Management Lorenzo Gaudioso CFP® Let's Plan Goals Woodbury CT Financial Planning Infinex

It begins with a discussion, a conversation about what is important to you.  Our goal is to get to know you and what is important to you, your dreams, goals and the overall future you envision.  This is the intangible part of the process, it is ever evolving and it is unique to you.  

A Proven Approach

LPG Wealth Management Lorenzo Gaudioso CFP® Let's Plan Goals Woodbury CT Financial Planning Infinex

 We then collect the data and handle most of the heavy lifting.  This is how we get a clear picture of where you are today in order for us to put together strategies that will lead you towards your desired goals.  We then review our findings and recommendations.

Putting the Plan Into Action

LPG Wealth Management Lorenzo Gaudioso CFP® Let's Plan Goals Woodbury CT Financial Planning Infinex

  We will work with you to establish an investment strategy that you are comfortable with, designed to meet your unique goals and objectives.   We will then put the plan into action.  This includes constant monitoring, re-balancing and scheduled client reviews.

Let's Plan Goals

Let's take the next step together

Together we can develop a plan that's right for you and your family.  Then we will draw on our resources to implement your plan in a way that works best for you.  

Let's plan goals, together, that can lead to a brighter financial future for you and your family.

LPG Wealth Management

660 Main Street S., Suite 1, Woodbury, Connecticut 06798, United States

(475)444-6244

Office Hours

Open today

09:00 am – 05:00 pm

Monday - Friday: 9am - 5pm

Evening and Weekend hours: By appointment only


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