GAGNI WEALTH MANAGEMENT LLC

Overview

Gagni Wealth Management LLC is a small, fee-based advisory firm that acts as a capital allocator for both individual/family and institutional clients. The firm’s core advisory services center on portfolio management for individuals, small businesses and institutions, plus the selection of third‑party managers when appropriate. In practice that means most client portfolios are built from pooled mutual funds and other public vehicles, with the firm supplementing those holdings through allocations to externally managed alternative strategies where client objectives call for them. Fee arrangements are flexible: the firm charges a percentage of assets under management, can bill hourly, and offers performance‑based fee arrangements in select situations. It also operates as an insurance broker, so insurance products such as annuities are part of the solution set offered to clients. Gagni is not an ESG‑focused adviser and is not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices