Phil Marchetti serves as the Managing Director at Gladstone Wealth Group, where he leverages over 25 years of extensive experience in investment and client service to empower Financial Advisors seeking independence in their practice. His unique approach focuses on collaboration, ensuring that advisors can thrive...
Phil Marchetti serves as the Managing Director at Gladstone Wealth Group, where he leverages over 25 years of extensive experience in investment and client service to empower Financial Advisors seeking independence in their practice. His unique approach focuses on collaboration, ensuring that advisors can thrive without feeling isolated in their journey. At Gladstone, Phil is committed to fostering a culture of fiduciary planning, aligning the firm’s objectives with the best interests of clients to create tailored wealth management strategies.
Under his leadership, key projects have included the development of the innovative "Plan - Grow - Preserve" model, which serves as a cornerstone of Gladstone’s wealth planning services. This structured approach allows clients to set measurable goals and track their progress, ensuring that their financial strategies remain aligned with their evolving needs. Phil's expertise in transition planning is particularly valuable for advisors at various stages of their careers, providing them with the tools and support necessary to navigate the complexities of business transitions smoothly.
Phil's background at some of the world's largest financial institutions has equipped him with a deep understanding of the financial services landscape, including asset management, risk management, and retirement planning. His recognition as a top advisor throughout his career underscores his commitment to excellence and client satisfaction. By combining his vast knowledge with a passion for mentorship, Phil Marchetti is dedicated to helping advisors achieve their professional aspirations while maintaining a client-centric focus in all aspects of financial planning.
