CFP®, C(k)P®, CRPS®
Wealth Advisor, Retirement Plan Advisor
Carson Wealth Management
Lorenzo Gaudioso serves as a Wealth Advisor and Retirement Plan Advisor at Carson Wealth Management, where he partners with business owners and plan sponsors to design and manage comprehensive retirement solutions. With a focus on creating retirement readiness for employees, Lorenzo works to align plan design with both employer objectives and participant outcomes. He takes a consultative approach to guiding fiduciaries through plan governance, investment oversight, and participant engagement strategies. Carson Wealth Management provides Lorenzo and his clients with access to an integrated team of specialists and institutional resources, enabling a holistic approach to retirement plan management that extends beyond investment selection to encompass financial wellness and long-term planning support.
860-215-3008
Roxbury, CT
Retirement Plans: 175
Participants: 50,000
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