Glenn Hottin, CFP, AIF
Peter J. DellaGrotte

Wealth Management Advisers LLC (WMA) is a fee-based Registered Investment Advisory firm with its main office in Milford, CT. With over 60 years of combined experience, we have the expertise to guide you in the right direction - toward the achievement of your financial goals. 

 

WMA excels in two main areas; designing and implementing state-of-the-art, retirement plans, and individual wealth management. With expertise in virtually all areas of financial planning, our caring advisors are committed to your success - however you define it. 

 

Following are brief biographies of our team:

 

ABOUT

Peter J. DellaGrotte is President of Wealth Management Advisers, LLC. (WMA)

 

Mr. DellaGrotte provides objective, independent and customized qualified retirement plan solutions to plan sponsors by working closely with top rated record-keepers, third party administrators, investment companies and money managers to ensure a successful plan design and implementation.  Whether it is a “bundled” or “unbundled” retirement plan solution, he strives to provide the plan sponsors and participants with a cost sensitive and tailored retirement plan with unparalleled service and counsel.

 

Peter has been in the financial services industry for nearly thirty years.  Prior to founding WMA in 2002, Mr. DellaGrotte worked for ten years as senior financial advisor with New England Capital Financial Advisors, LLC where he focused his practice on serving the needs of professional service firms, senior executives of Fortune 25 companies, and plan sponsors of qualified retirement plans.  Peter’s career began in 1984 where he worked for the CPA firm of Tonneson and Company where he rose to become a senior tax accountant. 

 

Mr. DellaGrotte is a graduate of Assumption College with a BA degree in accounting. Peter has served on the board/committee of several civic organizations and fundraises for several charities.  He lives in Middletown, CT with his sons Maxwell and Nicholas and is very active in his community as a baseball and hockey coach.

Glenn A. Hottin, CFP, AIF, RFC, is a 1982 graduate of Southern Connecticut State University with a Bachelors degree in Economics.  He entered the financial planning industry in 1992 with American Express Financial Advisors, Inc. After spending several years as a Personal Financial Planner and District Manager, he decided to establish an independent financial advisory firm with the purpose of providing a higher level of objectivity to his clients. In 1997 he established M & H Advisors, LLC as an independent investment advisory firm which he operated as Managing Principal until joining Wealth Management Advisers, LLC in 2013.  During that time Glenn built his practice with a focus on individual wealth management as well as an expertise on qualified retirement plans.

 

Glenn earned the Certified Financial Planner licensee designation in 1997 and the AIF designation in 2012.  He was included in the 1999 International Who's Who of Entrepreneurs and the 2000 Marquis Who's Who in Finance and Industry. He holds current advisory licenses as well as licenses for life, health, disability and long-term care insurances in Connecticut.  As an Accredited Investment Fiduciary (AIF), Glenn is well versed in the subject of fiduciary responsibility and is able to assist business owners and sponsors of qualified retirement plans in evaluating their programs relative to industry and Department of Labor standards.

 

Glenn has served as a member of the Board of Directors of the New Haven Chapter of the Financial Planning Association and held the position of Chapter President in 2009 and 2010.  Glenn has served his community though his involvement with such organizations as Connecticut Special Olympics and The Branford Community Youth Mentoring Program.

 

He currently lives in Oxford, CT with his wife Sherri.

Valerio ("Vee") Iannalfo has been a consulting advisor to WMA for several years. In addition to this role, he owns and operates VALIAN Advisers, LLC in Andover, MA. 

Prior to forming VALIAN Advisers in 2005, Vee enjoyed a 20 year career with a prominent Boston based financial planning/investment advisory firm.  As a Partner and Executive Vice President, he headed the firms Investment Strategies Group.

 

Vee is a Certified Public Accountant and a Notary Public.  He is also a member of the Massachusetts Society of Certified Public Accountants and holds a BA from Assumption College, an MBA from Sufflok University, and a Master’s in Taxation from Bentley University.

Currently, Vee serves on the investment committee's for the endowments at Merrimack College in North Andover, MA and Central Catholic High School in Lawrence, MA.

 

Vee, his wife and four children reside in Andover, MA.

 

Valerio Iannalfo, CPA
 Ira Mandel

 

Ira Mandel, Financial Advisor, offers 25 years of financial services experience, many with well known Wall Street firms.  Ira’s financial planning, financial advisory and insurance work is a direct outgrowth of his prior work with Merrill Lynch Wealth Management, where financial planning and advisory was a foundation of the overall process of assisting someone with their "financial life" and investments.

 

Ira’s financial experience includes wealth management, risk/insurance management, real estate and corporate finance (investment banking).

 

Ira’s financial licenses include Securities Series 7 & 66 (stocks, bonds, mutual funds), a NY State Insurance license (for life, disability and long-term care) and both NY State and Connecticut Real Estate broker's licenses; credentials which underpin the main asset classes an individual might own (stocks, bonds, 401(k), 403(b), a pension, a house, insurance {life, disability, long term care} and, in some cases, investment real estate). 

 

In addition to Merrill Lynch Wealth Management, Ira’s previously worked on Wall Street with Lehman Brothers in real estate and Smith Barney (now Citibank). in corporate finance. Ira’s experience also includes work with a major New York City real estate investor, IBM Corporation and two entrepreneurial ventures.

 

Ira earned a M.B.A. degree from Harvard Business School, a M.S. in Real Estate Development from Columbia University and a B.A. from Vassar College. 

 

Overall, Ira contributes strong technical skills, analytical skills, financial acumen, problem solving skills, strategic skills, people and networking skills, project management skills, creativity and judgment.

 

In summary, the depth and breadth of Ira’s professional experience, his professional licenses and his educational background are meaningful differentiating characteristics among financial advisors.