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Tomasetti Investment Group, LLC

Tomasetti Investment Group, LLC, is a Massachusetts Registered Investment Adviser and Financial Planning Firm that is boutique by design. We provide select individuals and families with comprehensive wealth management services. We walk our clients to and through retirement so they feel comfortable and, so they don't worry about running out of their hard earned savings.

We put our founder's name on the firm because we want our clients to know who is responsible for helping them.

We were founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide a high level of investment expertise and personal service, while helping our clients achieve their individual financial goals.

We help our clients with:

  • Financial Planning
  • Investment Management
  • Insurance

Our Commitment

Our commitment is to make sure our clients’ wealth management plans match their own personal financial goals. We do this by creating customized plans that are tailored for each client. We implement and review these plans, on a continuing basis, assuring our clients meet the direction they desire. We have no vested interest in the products to which we allocate client funds.

Our Focus

We focus on comprehensive wealth management. What sets us apart from other financial planning firms is our investment management expertise. We don't outsource our work to a "team" or "third party". We're responsible for the work we do, because we do it. We're capable. The President of Tomasetti Investment Group, LLC, is David F. Tomasetti, CFP®. Mr. Tomasetti's 16 years as a professional hedge fund manager translates to an investment adviser who understands the intricacies of investing and can confidently guide you.