The Colucci Group delivers a customized, consistent experience to assist clients not only in wealth accumulation and preservation but in areas that go beyond traditional investment management.
The Colucci Group is based in New York City and serves clients throughout the tri-state area. In addition, the group serves clients nationwide, including Los Angeles, Chicago, Washington DC, Miami, and Philadelphia.
The Colucci Group is headed by John Colucci, a Forbes Magazine top Next Generation Financial Advisor. Prior to becoming an independent advisor, John spent 11 years working in wealth management at Merrill Lynch. John wanted to do more for clients, so he left the corporate world and relocated his financial advisory practice to Alden.
As an independent financial advisor, John’s mission is to help clients meet their financial goals. This is done through a customized approach that he tailors to each individual’s unique qualities. At Alden, John has the ability to hold assets at Charles Schwab directly, Fidelity, and Raymond James or, if preferred, can work with a client’s existing account custodian. Alden empowers John and his team to act as a boutique, independent, fiduciary to clients while providing the stability of major fortune 500 custodians and asset management solutions.
Philosophy
The Colucci Group’s methods are based on the conviction that a human element underlies all financial matters. Markets change, trends shift, and rates move, but people and their concerns are always present. Each person, no matter his or her profession or wealth, creates an individual economy. Collectively, seven billion micro-economies create the global macro economy. These human economies, just like their global counterparts, need attention and guidance to prosper. Present in each micro-economy are goals, concerns, objectives, wants, needs, assets, income, and liabilities. These are made up of an individual’s economic footprint. The Colucci Group’s role is to help keep those footprints in line, on the path to success and furthered independence.
How We Do It
The world of finance is complex, with many terms, conditions, requirements, options, and methods. The Colucci Group at Alden seeks to provide clarity and purpose in a noisy and confusing environment. Too often, individuals, families, and institutions complicate their paths to success and independence by focusing on lesser priorities or distractions. We serve as a dedicated personal financial officer, working with clients to craft and monitor detailed financial life plans, keeping priorities in sight and allowing for transparent assessments of progress.
The Best of Both Worlds
Alden evaluates carefully the firms at which it recommends clients hold their assets. This allows Alden to act as a boutique, independent, fiduciary to our clients while providing the stability of a major fortune 500 institution. As an independent firm, we are not limited to the offerings of one particular company, but have the flexibility to consider all options from all providers for our clients. We are approved at and utilize the services of major custodians such as Raymond James and Charles Schwab because we believe they offer robust platforms for clients to secure their assets. We look for custodians with client-centered models, strong technology, responsible firm leadership, and strong balance sheets. These attributes give us the flexibility and stability we desire for our clients.
Contact Us Today!
Whether you’re an advisor looking for a new home or just interested in learning more, we’d love to hear from you. If you would like to be contacted by a member of our team, please use the form below. All information will be kept confidential by our team and will never be shared with third parties.