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. It's boutique because I have a select group of clients. It's concierge because I try to provide those clients with a high level of service.
Who I serve:
My client base consists mostly of high-net-worth and some mass-affluent individuals and families. Currently, my average client relationship has in excess of $1 million of investable assets under management. Ideally, prospective clients should be similar.
How I do it:
My process is to 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 to and through retirement, so that they know they've saved enough and don't fear running out of money (and they sleep well at night).
What I do:
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.