Our Approach
Warner Wealth was founded with the mission of guiding our clients through many aspects of their financial lives. We strive to align your financial tools with short and long-term goals so you can move through life with confidence, understanding and abundance.
As you navigate through the ever-evolving challenges and milestones of life, we are here to serve as a professional resource for you, your family and your community.
James A. Warner, CFP®
Lead Wealth Advisor
Jim Warner
WG Founding Member
Robyn Wolcott
LPL Financial Advisor
John Kinney
LPL Financial Advisor
Rachael Ciocca
Director of Client Services
Gabriella Ciocca
Client Service Associate
Shannon Cushing
Director of Client Experiences
Paisley Ciocca
Head of Puplick Relations
Rhea Warner
Chief Barking Officer