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