Overview

Creating the framework to achieve your goals

At DiMatteo Group, we recognize how your goals, ambitions, and dreams for the future make you unique. We specialize in helping to weave these distinct parts of your life into a cohesive vision and deliver practical solutions that are tailored for your near- and long-term financial success.

Wherever you are in life, our primary focus is to help you create a plan that reflects your values and way of thinking, suits your current circumstances, grows to fit your changing needs, and is flexible enough to accommodate the unexpected along the way. Solutions to which we may offer access include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Insurance planning
  • Charitable giving strategies

We adhere to a comprehensive planning process that begins with an across-the-board analysis of where you are and where you want to go, and continues with the creation of a financial plan, implementation of that strategy, and continuous monitoring to ensure that you stay on track with your goals. It’s a highly personalized, consultative approach to developing a customized strategy that works for your time horizon and risk tolerance and helps you take advantage of opportunities for realizing your financial objectives.