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 teaches leaders that they need to exhibit a trinity of strength: in understanding self, business, and family. Yet finding that sweet spot in the balancing act is the common frustration for most self-aware, entrepreneurial family men and women. If we don’t want to wake up at the end of our lives and wonder where our satisfaction, money, and relationships have gone, we’ll take this engaging book to heart and put its truths into action.”
Tim Thayne, PhD, LMFT
Author, Not by Chance: How Parents Boost Their Teen’s Success In and After Treatment
“Congratulations to Rocco on writing a book that details the exact strategy to maximizing our financial lives. Get ready to stop stressing about money and finally live life on your terms.”
Author, Clockwork and Profit First
“In his book, Rocco ties the right cords together by helping readers logically and clearly understand a truly healthy personal and professional business life. Ensuring a good life with health, wealth, happiness, and satisfaction is now so much easier for all of us to visualize and achieve.”
Michael Wolk, MD, MACC
Professor of Clinical Medicine, Weill Cornell Medicine
“I believe in simplicity, probability, and leverage within life and business. Rocco hit the nail on the head with all three of these in his book The Three Cords. This book will help you stay laser focused on exactly what matters most in your life.”
President, Commercial Fleet Financing, Inc.
“It’s all one great life, not separate strands of a person’s life. In his book, Rocco helps entrepreneurs‘thinkbig’ and tie together the most important areas of your business, financial, family, and personal life.”
CEO and Founder, Coaching International
“Rocco’s book reminds us that often the most adequate ‘starting point’ is ‘the end,’ the purpose we have, not just in business, but in our lives. His approach to wealth management suggests to take care, to set priorities, and to follow through, while being accountable. This book is a holistic way to deal with our time and our most precious resources that will make everyone reflect.”
Gaia Marchisio, PhD
Executive Director, Cox Family Enterprise Center
“The Three Cords Approach to Life and Wealth Management for Business Owners is a must read for anyone who wants to take their life and business to the next level. This is a surprising and unique book that will blow you away and leave you with the exact strategy to scale your business and get wealthy.”
Bestselling Author , Willpower Doesn't Work
“In his book, Three Cords Approach to Life and Wealth Management for Business Owners, Rocco masterfully shares solutions that will help you achieve those things that truly matter most to you. Inspired by actual stories, concepts, principles, and tools tested in the trenches, Rocco will arm you with greater clarity and direction in today’s unsettling times. You may want to read the last chapter first. It inspired me soak up every word.”
Lee M. Brower
Founder, Empowered Wealth, LC and Global Cultural Artist to Entrepreneurial Family Businesses
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.