Rocco A. Carriero

Private Wealth Advisor

Rocco A. Carriero is a private wealth advisor and Chartered Retirement Planning Counselor. He is the founder of Rocco A. Carriero Wealth Partners, a private wealth advisory practice located in Southampton, New York. An authority in the wealth management and advanced planning space, Rocco has nearly two decades of experience working with successful business owners implementing the Three Cords Approach to life planning. Rocco is a 14-year Circle of Success awardee, the vice president of the board for Integrated Medical Foundation, and serves on the executive board of directors for the Westhampton Beach Performing Arts Center. He is also a prominent speaker on the topic of advanced planning and the Three Cords Approach. In his spare time, Rocco enjoys golfing, traveling to visit family in Italy, and mentoring young professionals.

three cords approach to life for business owners carriero

Three Cords Approach to Life for Business Owners

Publication Date: February 2019
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Articles By Rocco A. Carriero

How to Raise Financially Savvy Children
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Replacing Business Income
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succession planning, succession
Succeeding at Succession Planning
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business risk
Nothing to Fear: 10 Questions to Mitigate Business Risk
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Feeling Really Wealthy? Then Why Not Give Back?
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exit planning
Planning Your Exit? Read This First
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