Rocco A. Carriero
Expertly matching your financial resources to your personal, family, and business goals.
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A rope made of three cords is not easily broken— this is a timeless piece of practical wisdom. In his book, Three Cords Approach to Life and Wealth Management for Business Owners, Rocco A. Carriero applies this as a way for entrepreneurs to better manage and align the different facets of their life and wealth. Carriero reveals how to create a harmonious financial plan through prioritizing all three cords— yourself, your business, and your family.
Expert Financial Advisor and Dynamic Speaker on Wealth Management
Rocco Carriero offers practical insights on wealth management through popular presentations like "The Three Cords Approach to Life and Wealth Management for Business Owners" and "The Best Routes for Approaching Retirement.” Rocco speaks at industry conventions, corporate events, and more. Contact us for details and a complete list of topics.
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The Three Cords
Approach to Life:
What areas of your life do value the most? Are they what you're prioritizing?
Rocco A. Carriero’s Three Cords Approach to Life and Wealth Management for Business Owners examine how the most important areas of your life—personal, business, and family—are interwoven and serve to strengthen one another, creating the foundation of a life fully aligned with your highest goals.
Self
Self
Where do you see yourself going in your life? What are some of your personal goals? Have you taken the time to check the status of your health and happiness? Your individual well-being can sometimes be pushed to the side when professional or family life takes priority.
Business
Business
As an entrepreneur, it’s easy to put work first, pouring yourself into the business you created. Have you taken the time to think about your professional vision? Who will take over when you retire? What is your exit strategy? There are many important questions to answer to ensure professional success for years to come.
Family
Family
The final cord is your family. How is your home life? Are you taking time to make memories with your loved ones? Will your retirement plan support your family’s current lifestyle? From planning for your later years to deciding your legacy, family plays a huge part in guiding your choices.
An authority in wealth management for successful business owners
Rocco A. Carriero is an established wealth management advisor with nearly two decades of experience. He is passionate about creating financial plans that help his clients achieve their individual, professional, and familial aspirations, taking the necessary time to discover each client’s unique needs rather than defaulting to the garden-variety wealth management options. Rocco also shares financial advice and his Three Cords Approach to Life with audiences across the country, speaking at company events, industry conventions, and more.
