FAQ: Launch of Granite Islands Private Wealth - New Independent Advisory Firm in Connecticut

What is Granite Islands Private Wealth and what services do they provide?

Granite Islands Private Wealth is a new independent advisory firm that provides comprehensive and tailored wealth management and investment services to help individuals, families, and businesses simplify financial life, make smart decisions, and transform their wealth into impact.

Who are the founders of Granite Islands Private Wealth and what is their background?

The firm is led by Founders and Managing Directors Charles Andriole and Robert DeLucca, who previously worked together for decades as The Andriole Group at Hightower and Merrill Lynch, collectively managing over $1 billion in client assets before making the move to independence over ten years ago.

What makes Granite Islands different from other advisory firms?

Granite Islands is designed as a highly focused, planning-driven firm that operates as a fiduciary, prioritizing clients’ best interests and aligning the right services and opportunities to help them achieve their goals with industry-leading resources, technologies, and solutions.

What professional credentials and recognition do the founders hold?

Charles Andriole holds Certified Portfolio Manager® and Certified Investment Management Analyst® designations and has been recognized by Barron’s, Financial Times, Research Magazine, and Connecticut Magazine. Robert DeLucca has been honored by the Financial Times as a Top Retirement Plan Adviser and is active in mentoring and community leadership.

Who else is part of the Granite Islands team?

The team includes Michele Arsenault as Operations Manager with over 20 years of experience, and Lorenzo P. Gaudioso CFP®, C(k)P®, CRPS® as Wealth Advisor and Retirement Plan Advisor with over 25 years of experience, both having previously worked with the partners.

What support infrastructure does Granite Islands use?

The team is supported by tru Independence, an established leader in the wealth management industry that provides robust infrastructure, compliance, technology, and operational support.

Where is Granite Islands Private Wealth located and who do they serve?

Based in Connecticut, Granite Islands serves individuals, families, and businesses, focusing on building multi-generational relationships and delivering personalized wealth management services.

What is the philosophy behind Granite Islands Private Wealth?

The firm is founded on the belief that taking excellent care of clients will lead to both client and firm success, with every team member driven by an unbridled desire to deliver exceptional service and build trust.