Broker Check
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. 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:

  • Financial Planning
  • Investment Management
  • Risk Management



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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