A complete list of active advisors currently associated with Dimaio Private Wealth, LLC
Warmer can help you find a great advisor at Dimaio Private Wealth, LLC or one who fits your needs even better.
DiMaio Private Wealth, LLC provides discretionary wealth management and investment advisory services to individuals and high‑net‑worth clients, including retirement account advice and ongoing portfolio supervision. The firm also offers comprehensive financial planning and individualized portfolio management, services that are described in its brochure and are less common among firms with similar profiles. Portfolios are constructed primarily from model allocations that use exchange‑traded funds, individual equities, low‑cost diversified mutual funds and bonds, implemented on a discretionary basis to align with each client’s objectives and risk tolerance. The firm relies on fundamental analysis and generally emphasizes a long‑term investment horizon while allowing shorter‑term trades for rebalancing, tax management, or changing market conditions. The firm was recently established and operates as a subsidiary of a private holding company, and its disclosures state that it does not manage proprietary investment funds or limited partnerships. Its brochure also notes an affiliated insurance practice that may result in commission‑based insurance recommendations, which the firm identifies as a potential conflict of interest to be managed.
To learn more about the advisors currently working at Dimaio Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chester, NJ
| 10
|
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