I'm a wealth management advisor at Fidelity Investments, looking forward to celebrating my 30th year with the firm in 2022. My team and I provide comprehensive wealth management and retirement planning to help clients protect and grow their wealth. We have in-depth knowledge on strategies that optimize and improve the wealth plan, including multi dimensional income generation, tax minimization, charitable and estate protection planning. Over my career my passion and enthusiasm for helping clients continues to grow. Every day we see the results of our hard work as clients, many whom have become friends, are able to retire, pay for children's education or gift to family or philanthropic needs that are important to them. We are truly blessed to be able to serve clients in this way. Team Guadagno has caring, dedicated people who are driven to deliver a first-class experience for our clients and their families. We will work hard to build a meaningful, genuine relationship with each client striving to a) know them deeply b) understand what and who is important to them c) earn our title of their most trusted primary advisor. I invite you to reach out and connect. Outside of work my time is spent with my husband, three girls (20,15,13) and our six year old mini golden doodle Piper. Were an active family, enjoying the lake life, soccer, pickleball, downhill skiing, and travel both in the US, visiting my oldest at college in Texas, and overseas to Italy annually to see family. I also give my time to support Children's cancer research, Children's Wisconsin, and Parkinson's Disease research. I grew up in Greendale, Wisconsin, and currently live in the Town of Delafield, in Wisconsin. 