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:
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.
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.