Private Wealth Planning for Divorce

Why your divorce needs a financial analyst

Going through a divorce can be a very stressful time.

In a recent survey conducted by the  Institute of Divorce Financial Analysts™, 75% of respondents believe that a divorce financial specialist would have been helpful in preparation, negotiation and recover phases of their divorces.

It is important to have someone on your team who understands the divorce process and can help you achieve a settlement that works not only today, but 10, 20, or 30 years down the road.

Gary Crisci, Managing Principal at Crisci Private Wealth Management, has learned from the families he works with, that during divorce emotions are running high. Often to be amicable or expedite the process, it is common to make rapid decisions that are irreversible. Property separation, retirement considerations, spousal maintenance, and child support all have tax implications which should be taken into consideration.

Gary T. Crisci

Because Crisci Private Wealth Management realized divorce affected many families they work with, Gary Crisci acquired his Certification of Divorce Financial Analyst®(CDFA)® in 2015.“As a CDFA® we become a part of your collaborative divorce team.

We assist in identifying short and long term effects of a settlement. We guide you in visualizing the ramifications of the many financial decisions you must make, along with helping to set realistic expectations.” says Crisci.

What sets our firm apart from other firms?

“Our firm understands divorce is an unpleasant situation in which we feel very little control. We seek to empower our clients in knowing they made the most informed decisions possible. More importantly, we strive to preserve a cordial working relationship with your ex-spouse that is in the family’s long term best interest.” says Crisci.

Call us today for a complementary consultation.

L to R: Gary T. Crisci, Managing Principal, PIM Portfolio Manager; Jenny Romero,
Client Associate; Raymond Sullivan, Vice President-Client Solutions; Isabel Perez,
Operations Manager; Chrisandra Downer, Director of Business Development

Gary T. Crisci
Managing Principal,
PIM Portfolio Manager
(239) 919-8901 • (888) 224-0792

Poinciana Professional Park, 2640 Golden Gate Pkwy., Suite 206, Naples, FL 34105

The use of Certified Divorce Financial Analyst ® (CDFA®) designation does not permit Wells Fargo Advisors Financial Network or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Wells Fargo Advisors Financial Network is not a legal or tax advisor. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member of SIPC. Crisci Private Wealth Management is a separate entity from WFAFN.

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