Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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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 investment approach looks beyond daily market fluctuations to the big picture. We seek to remove emotion from the process to help you create portfolios designed to weather economic and market turbulence. We believe that asset allocation and diversification are more important than stock selection or market timing. Our aim is to help you manage downside risk and volatility while pursuing your desired level of income generation and capital appreciation. We explain the investment management strategies we help you develop clearly and without financial buzzwords, so you can understand our reasoning, the costs involved and any potential tax implications.
The Knowledge Clients Need
Research is at the core of our investment decisions. Our team members examine and analyze financial issues individually, then come together to make decisions based on their findings. Additionally, we draw on the analysis of BofA Global Research* for insight into trends and events affecting global and local markets that we can translate into actionable ideas and informed investment suggestions.
We strive to help you simplify your finances by integrating different aspects so you can concentrate on your life goals. Drawing on the investment insights of Merrill and with access to the banking convenience of Bank of America, we provide both retail and corporate clients with access to a wide range of wealth management products and services:
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #300197
Wealth Strategist
Merrill
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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