Farrauto Wealth Management, INC

Farrauto Wealth Management is a registered investment advisor based in New York, NY, led by President Gregg Farrauto. The firm offers comprehensive wealth management services, including ongoing investment portfolio management and personalized financial planning. Investment management is provided on both a discretionary and non-discretionary basis through accounts held at Charles Schwab & Co., Inc. The firm designs customized asset allocation strategies based on each client's risk tolerance, goals, and financial situation. In addition to investment management, Farrauto Wealth Management offers targeted financial planning through its Focused Wealth Planning Program and more robust Comprehensive Wealth Plans, covering retirement, education, cash flow, risk management, and estate planning. The firm also offers hourly consulting, fixed-fee financial planning projects, and annual retainers or subscription fees. While Farrauto Wealth Management operates primarily on a fee basis, some representatives may offer insurance products in a separate capacity as insurance agents, which can create a commission-based conflict of interest.