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GCU Wealth Advisors

Start Looking Forward To Your Retirement – Now!

Getting There. . . Starts Here.

While it’s nice to dream about the day your working life ends, you’ll need a sound retirement plan to get there! Our licensed, professional specialists can work with your individual situation and help you develop a plan that addresses your individual needs.

To get started, or for more information, click the button below
or call (401) 562-2743.

401K Rollovers

Have a 401k from an old job? We can help you consider your options.

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Stephen Volpe

GCU Wealth Advisors
Managing Director of New Business

Located at:
Greenwood Credit Union
2669 Post Road
Warwick, RI  02886

Phone: 401-562-2743
Fax: 401-739-5596
Email: [email protected]


Striving to deliver an unprecedented level of personalized service and expertise.

Today, financial portfolios and non-liquid assets, while obviously important, are only one of the critical elements that make up and affect the cash flow that you will absolutely need for your retirement income – cash flow that help you to not outlive your money.



Located at: Greenwood Credit Union
2669 Post Road, Warwick, RI 02886
Phone: 401-562-2743   
Email: [email protected]

*Neither Osaic Institutions, Inc. or any of its representatives may give legal or tax advice.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. GCU Wealth Advisors is a trade name of Greenwood Credit Union. Osaic Institutions, Inc. and Greenwood Credit Union are not affiliated. Products and services made available through Osaic Institutions, Inc. are:
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