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OUR MISSION

GCU Wealth Advisors

Managing Your Retirement Planning to Help Achieve Financial Longevity

Striving To Help You And Your Family Achieve Financial Wellness Now Throughout Retirement.

Our Mission at GCU Wealth Advisors is to help you and your family gain the financial wellness you deserve to achieve your goals through many major life transitions.

Fundamental to achieving financial wellness is knowing that your investment strategies have been coordinated to support each of your life goals.

  • Fully Professional and Personalized Services
  • Trusting and Supportive Professional Relationship
  • We Strive to Provide Top- Notch Individualized and Thoughtful Financial, Investment, Social Security, Healthcare/Medicare Advice
  • Extensive Financial, Investment, Insurance Products and Services
  • Alignment of life goals with strategies for retirement
stephen_volpe

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]

WealthAdvisors_FIXED
stephen_volpe

Stephen Volpe

WealthAdvisors_FIXED
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.

WealthAdvisors_FIXED

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

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Universal Wealth Management and FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and Investment Advisory Services offered through Royal Alliance Associates Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. *(Additional insurance services Universal Wealth Management, LLC. and GCU Wealth Advisors)* at your option. Securities products are: Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Neither Royal Alliance Associates, Inc., nor its representatives or employees provide legal, tax or accounting services.  This communication is strictly intended for individuals residing in the states of CT, FL, MA, RI.  No offers may be made or accepted for any resident outside the specific state(s) referenced.