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Investment Management Financial Planning

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. My name is David Tomasetti and Tomasetti Investment Group, LLC is my firm.  I decided to manage a boutique practice because I wanted to have a select group of clients. My practice is concierge because, as it's founder, I want to simplify the financial life of my clients. I want my clients to know who is responsible for helping them; that is why I put my name on the firm.

I guide clients through a customized wealth management solution and focus their financial planning and investment goals into an all-inclusive and continuous program – a process that, I think, cannot be found anywhere else. 

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

How I 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 its clients in every aspect of their financial lives. The firm strives 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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