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Lumen Wealth Management
.Gino’s top priority is learning about his clients and treating them like people, not portfolio balances. Your relationship with Gino begins by sitting down and getting to know each other. How else could he tailor investments to your individual needs?
.Lumen Wealth Management offers the following investment and insurance options:
.You don’t have to know the difference between a REIT and a UIT when you come to see us. Gino will explain it to you if you’re curious; but, if you’re not, that’s okay too! Some people want a more hands-on role in the process; others want less to do with it. Either way, we want you to be confident and secure in the knowledge that your money is working effectively for you.
.For more information or to get started, feel free to contact Gino directly.
.Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, an Investment Advisor Representative. 55 Walkers Brook Drive, Suite 301, Reading, MA 01867. (781) 247-5918. Not a deposit. Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Fixed insurance products and services offered by CES Insurance Agency or Lumen Wealth Management.
.Check the background of this investment professional on FINRA's BrokerCheck.
Gino Molettieri is a Registered Investment Advisor Representative and has had a partnership with Reading Cooperative Bank since 2009. He has been helping individuals, families and businesses strengthen their financial positions since 2002. Offering prudent Investment, Estate and Business Planning advice is at the core of Gino’s practice. Gino is available, by appointment, to consult with bank customers on all of their investment needs. Gino holds a B.S. in Economics from Northeastern University, in addition to a Securities Brokers License with FINRA and the SEC. He is a four-time recipient of the Boston Magazine Five-Star Wealth Manager Award, including most recently in 2013. Gino lives in Reading with his wife Anna and children, Isabel, Lydia and Ethan. He is actively involved in the Reading Chamber of Commerce, Reading Lions Club, Reading Youth Softball and Reading Youth Hockey.
.This communication is strictly intended for individuals residing in Massachusetts. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services.