The DiMattina Group is a full-service wealth management team whose members have more than 50 years of combined experience offering clients sophisticated advice, guidance and strategic thinking. We are dedicated to helping affluent individuals, business owners, corporate executives and their families pursue their goals—whether these involve building and preserving wealth, maintaining their lifestyle in retirement or leaving a lasting legacy.
Most clients come to us through referrals. We believe this reflects our commitment to providing personalized, concierge-like service. We limit the clientele we serve by design so that we can devote the time necessary to gain an in-depth understanding of each individual's priorities, aspirations and values.
Our team nurtures long-term client relationships, many spanning multiple generations, through respect and understanding. We strive to exceed clients' expectations by creating an experience that is both engaging and highly informative. Our service model was built with one idea in mind—to give clients the kind of personal attention they expect and deserve. Our entire team is passionate about working toward a common goal of delivering outstanding wealth management services and providing clients with the resources to live their lives fully and with purpose.
The DiMattina Group believes that wealth management is about much more than investable assets—it's about relationships. Our disciplined, goals-based wealth management process begins with a conversation in which we seek to gain a deep understanding of who you are and what is important to you. We help you articulate what your short-, medium- and long-term aspirations are for you and your family. Discovering what is important to you allows us to provide you with a focused, transparent and disciplined path to pursuing your goals.
Our Process
- **It Begins With a Conversation:**Our relationship begins with a conversation. We take pride in taking the time to understand what is important to you. Above all, we value your relationship and are committed to your long-term success.
<!-- -->
- **Gather Information:**We gather the relevant financial data necessary for us to begin to help you develop your wealth management strategy. This information not only includes asset and liability statements, but also life insurance policies, tax returns and wills. Our holistic approach to wealth management focuses on all aspects of your financial life.
<!-- -->
- **Develop Your Wealth Management Strategy:**Based on our understanding of you and the information we gather, we guide you in developing a wealth management strategy that is tailored to your specific needs. Through Merrill, we can offer investment advice and guidance, retirement income planning, liability management, life insurance, long-term care insurance, education expense planning, as well as access through Bank of America, N.A. to financing and estate planning services.
<!-- -->
- **Implement Your Wealth Management Strategy:**We work with you to implement a wealth management strategy aligned with your specific goals and objectives. We leverage the investing insights of Merrill, as well offer access to the banking convenience of Bank of America to offer you appropriate strategies.
<!-- -->
- **Assess and Review Progress:**We communicate regularly with you to update you on your progress, share timely information that we think may impact your portfolio and to stay informed about your evolving goals. We take pride in being available for you and welcome client interaction.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
