Ricco Wealth Partners, LLC
Investments, Retirement and Estate Planning
Salvatore J. Ricco, AIF®, CLU®, ChFC®
Founding Partner
Welcome to Ricco Wealth Partners. I founded the firm in 2009 with the objective of deliberately staying small in order to forge personal partnerships with every client while assisting them in building, preserving and transferring wealth. Ricco Wealth Partners currently manages and advises on over $95,000,000 for 45 families.
Thirty plus years’ experience in the wealth management industry has given me the skills and knowledge to effectively solve complex problems and navigate unpredictable market conditions.
Our record of longevity with clients is a testament to their satisfaction with our approach, currently over 70% of our client families have been with us for over fifteen years.
Our Approach is Simple:
- Provide independent and unbiased advice
- Maintain a reasonable fee structure
- Utilize an understandable and empirically driven investment methodology
- Avoid chasing fads and headline grabbing economic forecasts while focusing on the long term
Professional Certifications:
- Chartered Financial Consultant, ChFC®
- Accredited Investment Fiduciary, AIF®
- Chartered Life Underwriter, CLU®
Education:
- Bachelor of Science, Applied Mathematics & Statistics State University of New York at Stony Brook
Check the background of investment professionals on FINRA’s BrokerCheck.
The idea of our logo is based on our ability to simplify the complex, and help our clients understand their financial goals and ultimately find financial success. The green abacus represents the counting tool that has been used for thousands of years. Throughout history, calculating larger numbers was problematic. Out of this necessity, the idea of the abacus was born. Solving problems on an abacus was a quick mechanical process rivaling that of the modern-day calculator. At Ricco Wealth Partners we are committed to simplifying the application of mathematics to provide effective solutions to the issues and choices our clients are confronted with in their daily financial lives.
Our Services
Investment Management
Comprehensive Financial Planning
Estate Planning
Risk Management & Insurance Solutions
Education Funding
Personal CFO Services
(Coordinate with your legal, tax and other advisors)
Our Broker-Dealer
Our Partnership with Cambridge Investment Research:
As an independent firm we partner with a broker/dealer to provide critical services such as compliance, trade processing, technology support, research and administrative services. We are proud to have selected Cambridge Investment Research, Inc. to perform this role.
As one of the most respected and largest internally controlled independent broker-dealers in the U.S., Cambridge is a six-time honoree in the Broker/Dealer of the Year annual poll of advisors, Investment Advisor magazine.
Account Lookup
Contact Me
I look forward to speaking with you!
Ricco Wealth Partners, LLC
2202 N West Shore Blvd STE 200
Tampa, FL 33607-5747
Phone: (813) 606-4727
Fax: (813) 639-7501
