Joseph Lauricella
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Global Access. Boutique Solutions.

Private Wealth Management

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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Joseph Lauricella

Managing Director–Wealth Management

Chartered Retirement Planning Counselor

$10,000,000 Minimum Investment

CA Insurance License# 0H45646

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Joseph Lauricella

Credentials

  • Chartered Retirement Planning Counselor

Joseph Lauricella

Special needs
Lending services
Estate planning strategies
Legacy planning
401(k) plan services
Professional athletes
Professional entertainers
Family Offices

Joseph Lauricella

140 Broad Street
Suite 100
Red Bank, NJ 07701

Email Me

Joseph Lauricella

Managing Director–Wealth Management

Chartered Retirement Planning Counselor

$10,000,000 Minimum Investment

CA Insurance License# 0H45646

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • IA
  • MA
  • MD
  • ME
  • NC
  • NH
  • NJ
  • NY
  • OH
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WY

Credentials

  • Chartered Retirement Planning Counselor

Special needs
Lending services
Estate planning strategies
Legacy planning
401(k) plan services
Professional athletes
Professional entertainers
Family Offices
140 Broad Street
Suite 100
Red Bank, NJ 07701
  • (201) 441-4947

Email Me

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$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

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