Services Offered To Our Clients

Managed Investment Account

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

Client-oriented solutions designed to provide long-term investment performance to meet our client's objectives. We match your portfolio and asset allocation needs to the many solutions available through Wall Street today.

Personal Financial Planning

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

  Your goals and needs coming first, we provide sophisticated solutions and smart assumptions to help clients organize and visualize their financial lives.  We deliver plans with easy-to-understand outcomes that our clients can commit to. 

Corporate Retirement Plans

LPG Wealth Management Lorenzo Gaudioso CFP® Corporate Retirement 401-k Pension NQDC DB DC Executive

 With thoughtful corporate retirement plan design, sound investment philosophy and hands-on service, we create tailor-made solutions for your organization. No matter the goal of your retirement program, we can help you get there.

Family Office Services

LPG Wealth Management Lorenzo Gaudioso CFP® Family Office Services UHNW Solutions HNW

Custom solutions constructed around UHNW client’s unique liquidity, cash flow, tax, risk & return requirements. We deliver a balance of institutional quality investment management & global Family Office ‘best practices’ to our clients. 

Insurance Planning

LPG Wealth Management Lorenzo Gaudioso CFP® Life Insurance Planning LTC Disability Insurance DI

 Insurance planning is a critical component of a comprehensive financial plan. It includes evaluating risks and determining the proper insurance to mitigate those risks.  Attain a peace of mind, together, Let's Plan Goals.

Financial Education

LPG Wealth Management Lorenzo Gaudioso CFP® Woodbury, CT Financial Education Freedom Wellness

Our clients have questions, we have answers. We are committed to providing the tools, resources and experiences to help our clients make better financial decisions. Financial Education leads to Financial Wellness & Financial Freedom.