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Welcome to Warner Wealth

Our Approach

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.


What began as a family business in 1983 has grown into a professional financial source for clients throughout the country. We are proud to act as fiduciary for our advisory clients and wholeheartedly believe everyone deserves to feel financially empowered. Our team looks forward to working with you. 

James Warner

James A. Warner, CFP®

Lead Wealth Advisor

Jim Warner

Jim Warner

WG Founding Member

Robyn Wolcott

Robyn Wolcott

LPL Financial Advisor

John  Kinney

John Kinney

LPL Financial Advisor

Rachael  Ciocca

Rachael Ciocca

Director of Client Services

Gabriella Ciocca

Gabriella Ciocca

Client Service Associate

Shannon Cushing

Shannon Cushing

Director of Client Experiences

Brian Boyd

Brian Boyd

Insurance Specialist

203-929-2727

Paisley Ciocca

Paisley Ciocca

Head of Puplick Relations

Rhea Warner

Rhea Warner

Chief Barking Officer

You've heard our story, now we want to hear yours. To learn more about how Warner Wealth can serve you, give us a call today.

203-929-2727