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What We Do

GCU Wealth Advisors Program

Individualized and thoughtful financial advice and personalized service.   

The GCU Wealth Advisors Program is offered through our local partner, Universal Wealth Management, in conjunction with Royal Alliance Associates, a prominent independent, full service registered broker/dealer.

There are many important financial decisions that must be made throughout one’s life. GCU Wealth Advisors has collaborated with Universal Wealth Management/ Royal Alliance Associates to help our members gain the financial freedom you deserve to achieve your goals through the many major life transitions.

We provide top-notch, individualized and thoughtful financial advice and personalized service in the context of a trusting and supportive professional relationship. With the reassurance of knowing that today, your assets are aligned to meet your life goals, and with the confidence that your strategies will stay aligned with your passions tomorrow – we strive to help our clients enjoy the freedom that financial wellness can bring.

Fundamental to achieving financial wellness is knowing that your investment strategies have been coordinated to support each of your life goals. We are working every day to provide you the security of knowing that together, we’ll stay prepared to anticipate the unexpected challenges that may come your way.

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

GCU WEALTH ADVISORS CAN ASSIST YOU WITH:

  • Investment Planning
  • Retirement Planning
  • Business Planning
  • Insurance Planning
  • Tax Planning
  • Estate/Generational Planning
  • Educational Planning
  • Social Security and Medicare
  • Personal Finance
  • Life Events: Expected and Unexpected

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.

Fundamental to achieving financial wellness is knowing that your investment strategies have been coordinated to support each of your life goals. We are working every day to provide you the security of knowing that together, we’ll stay prepared to anticipate the unexpected challenges that may come your way.

Our Team of experienced professionals provide top-notch, individualized financial advice and personalized service in the context of a trusting and supportive professional relationship. With the reassurance of knowing that today, your assets are aligned to meet your life goals, and with the confidence that your strategies will stay aligned with your passions tomorrow – we strive to help clients enjoy the freedom that financial wellness can bring.

Today, financial portfolios and non-liquid assets are only one of the critical elements that make up and affect the Cash Flow that you will need for your retirement income – Cash Flow that helps ensure that you do not outlive your money. The Financial Longevity Bundle© was developed to provide our clients with an allinclusive approach to retirement planning. Many people were working with financial advisors or financial representatives with the sole focus on investment/retirement products and planning. Few, if any, incorporated Social Security review, enrollment in Social Security retirement benefits, Medicare Part A, B, C & D in coordination with choosing the right Healthcare/Medicare plan in the full retirement planning process. Thus, we felt it was crucial to create the Financial Longevity Bundle©– lifetime cash flow (budget) – to ensure all areas were covered when planning for one’s retirement.

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.