FIDUCIARY WEALTH ADVISORY

You've Built a Good Income.

Now You Need a Plan

That Actually Works.

Whether you’re growing your wealth or preparing for retirement, we help you turn money into long-term confidence.

$1.2 B+

ASSETS ADVISED

27 yrs

AVG. EXPERIENCE

Fiduciary

FEE-ONLY STANDARD

98%

CLIENT RETENTION

“MASTERING YOUR FINANCIAL SUCCESS”

If you had more time or money, what would you do?

What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?

What moves, touches or inspires you?

Let’s answer these questions together!

Schedule A Free Financial Consultation

What Do You Want Your Money to Do?

Choose the path that best reflects where you are today.

BUILDING WEALTH

I earn a strong income, but I’m not building wealth fast enough.

Bring your taxes, cash flow, investments, and long-term goals into one coordinated strategy designed to turn today’s income into lasting wealth. This includes HENRYs (High Earners, Not Rich Yet) as well as anyone who wants to make more intentional use of what they earn.

Build My Wealth Strategy →

PREPARING FOR RETIREMENT

I’m approaching retirement and want to know if my plan is ready.

Evaluate how your savings, income, taxes, and major risks work together over time so you can approach retirement with greater clarity and confidence, whether you are pursuing FIRE (Financial Independence, Retire Early) or following a more traditional retirement timeline.

Review My Retirement Strategy →

Clarity First

We diagnose before we prescribe. Every plan begins with a deep understanding of where you actually stand.

Strategy. Not Products

We don’t sell. We engineer tax-aware evidence-based plans tailored to your life, not a sales quote.

Fiduciary Always

No commissions. Legally bound to act in your best interest. Every recommendation, every meeting.

Certified Financial Planner in New York & New Jersey

J.R. Gurrieri, CFP, is the founder of BlackBelt Wealth Advisory in New York & New Jersey. This financial planning firm is known for its unique approach to financial advising, which utilizes a method called Financial LIFE Planning™. We meet with clients onsite, face-to-face as well as virtually depending on their needs.


J.R. believes that, as a financial advisor, he should first discover a client's most essential goals in life — financial and otherwise. Only then can he appropriately recommend a financial plan to help clients achieve their goals and turn dreams into reality.

Why Customers Trust BlackBelt Wealth Advisory

Authentically Cares About Clients

Financial and life planning is about understanding what it is that makes somebody light up. We genuinely want to know you, your goals, what makes you tick, etc., so we can create the best plan for you.

Worry-Free Planning and Execution

We take away your worries so you can focus on what matters. We help you clearly define goals. Then, you can expect actionable steps to achieve those goals.

JR is a true professional with solid investment acumen, and a very personable approach to working with his clients. I have learned more about my financial plan from him than all my prior advisors combined!


Dominick B.

⭐⭐⭐⭐⭐

JR listened to what I wanted to accomplish with my financial future and then tailored a strategy to make it happen. A professional who’s very easy to work with.


William P.

⭐⭐⭐⭐⭐

BlackBelt Advisory is by far the best decision that my wife and I could’ve made to get our finances in order.


Ruben Z.

⭐⭐⭐⭐⭐

I’ve worked with JR for several years, and his approach is truly exceptional. He supports my financial goals while empowering me to make informed decisions that positively impact my life and finances. JR’s client-centered process is compassionate, focused, and relatable, making him an invaluable part of my team. I wholeheartedly recommend him to anyone seeking a trusted advisor who provides holistic support.


Victoria G.

⭐⭐⭐⭐⭐

JR has been fantastic. I highly recommend working with him. He meets you where you are at, gets you on a great financial game plan, takes into consideration your wants, needs, goals and desires and works collaboratively with you to make it happen. Financial stress was a huge thing for me, and since working with him I am excited about finances/my financial future rather than stressing about it/avoiding it.


Timothy M.

⭐⭐⭐⭐⭐

BlackBelt Wealth Advisory is ready to help. We know you worked hard to get where you are. Now it’s our job to help you keep your investment life on track, based on your shifting needs and goals. We look forward to hearing from you.

Schedule A Free Consultation