Broker Check

You've Worked Hard For Your Money

Why not hire someone that will work hard for you?

Tomasetti Investment Group, LLC, is a Registered Investment Adviser and Financial Planning Firm that is boutique and concierge by design. We’re boutique because we have a select group of clients. We're concierge because we simplify your financial life. We want our clients to know who is responsible for helping them; that is why our founder's name is on the firm.

We'll guide you through a customized wealth management solution and focus your financial planning and investment goals into an all-inclusive and continuous program – a process that, we think, cannot be found anywhere else. 

In short, we walk you to and through retirement, so that you don't fear running out of money (and you'll sleep well at night).

How we do it:

  • Financial Planning
  • Investment Management
  • Insurance

 

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Meet Tomasetti Investment Group

Tomasetti Investment Group, LLC, was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide a higher level of investment expertise and personal service relative to other financial planning firms.

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Meet David Tomasetti

David F. Tomasetti, CFP®, spent 16 years managing the Tomasetti Investment Limited Partnership, a hedge fund that he founded in 1993. The fund’s investors included high net worth individuals, partnerships and corporations.

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