• 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 to live off it, 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
Where Are You Right Now?
Two distinct journeys. One firm built to guide both.
THE ACCUMULATOR
I make good money but want to do more with it.
High income doesn’t automatically build wealth. Stop guessing, start engineering your trajectory with strategy built for Henrys (High Earners, Not Rich Yet)
THE PRE-RETIREE
Have I done everything I should before retiring?
The transition from saving to spending is the riskiest financial moment of your life. Stress-test your plan before you need it to work.
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 sit. 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 they can focus on what matters. We help you clearly define goals. Then, you can expect actionable steps to achieve those goals.
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.
