Self | Business | Family

Rocco Carriero and family

A wealth advisor for all three cords of your life.

Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO’s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.


Rocco A. Carriero Wealth Partners:

Rocco A. Carriero Wealth Partners is a private wealth advisory practice specializing in helping successful business owners achieve the life they’ve always wanted. Through creating personalized wealth management solutions, Rocco A. Carriero Wealth Partners helps clients to bring their vision to life, considering personal, family, and business goals in every decision.

Rocco and his team ask the questions that other advisors might not to better understand your dream for the future. Their primary goal is to help each client make the life they’ve worked so hard to achieve.

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