Curt J. DiGiacomo, CFP®, CIMA®, CPWA®
Partner 
Senior Financial Advisor

I believe that investments should be based upon clearly defined goals. My job is to help clarify and understand your goals, identify the obstacles that stand in the way of accomplishing them, and keep you well informed of your financial progress each step of the way. Please feel free to call me at any time.

 


My Process is as follows:

Step 1 - Meet and discuss your expectations, financial goals, and time                                                     parameters.

Step 2 - Gather and analyze your information using state of the art software                                          and a team of industry experts.

Step 3 - Develop investment plans that are based upon your goals, personal                                          tolerance for risk, and tax situation.

Step 4 - Implement your personal investment strategy and allocate into                                                  a diversified portfolio of investments.

Step 5 - Review investment plan and make adjustments, as needed, to                                                    ensure portfolio integrity.