Give your wealth a purpose that reflects your life.

The resources you’ve built may support several priorities: your retirement, your family, a business, or the legacy you hope to leave.

At DiMatteo Group Financial Services, we help you consider how your investments and financial decisions fit those priorities.

Discuss Your Wealth Planning Goals

As a multigenerational, family-owned financial firm, we understand that wealth decisions often affect more than one person or one generation. We start by listening to what matters to you.

Start With What Your Resources Need to Support

Before discussing investments, we want to understand your life.

What will you need from your money? When might you need access to it? Who else depends on your financial decisions?

Your answers help us consider your investments within your broader circumstances. Our personal financial planning services bring those conversations together.

An Investment Approach Built Around Your Priorities

Your goals, timeline, and comfort with risk help shape your investment approach.

We work with you to consider how your portfolio can support the purposes you’ve identified, whether that involves future growth, income needs, or upcoming spending.

We explain recommendations and discuss the tradeoffs so you understand the choices you’re making.

01

Connect Investments to Retirement

The way you invest should reflect how and when you expect to use your resources.

Our retirement planning guidance helps connect your investment decisions with anticipated income needs, spending priorities, and the years ahead.

02

Consider Taxes Alongside Investment Decisions

An investment decision can also raise tax questions.

Through our tax planning guidance, we help identify potential implications and matters to discuss with your tax professional. Taxes are considered alongside your investment objectives and other financial needs.

Understand the Risks in Your Financial Picture

Risk can mean different things depending on your circumstances.

You may be concerned about market changes, rising living costs, access to money, or an unexpected family need. We help you identify the concerns most relevant to your plan and discuss ways to address them.

The conversation includes your ability to take investment risk as well as how comfortable you feel taking it. We explain the limitations of proposed strategies so you can make informed decisions.

Keep the People Connected to Your Wealth in View

Your priorities may include helping children, supporting parents, contributing to education, or leaving resources for future generations.

We help you consider those intentions alongside your own needs. When a decision calls for tax, legal, or other specialized input, we help identify the questions to raise with the appropriate professionals.

Our family perspective encourages conversations that recognize both shared goals and individual circumstances.

Revisit Your Approach as Life Changes

A portfolio should be reviewed in the context of the life it supports.

A retirement transition, inheritance, business change, or new family responsibility may prompt a fresh conversation about your priorities.

Our six-step financial planning process provides a framework for understanding your circumstances, discussing recommendations, and reviewing your approach over time.

Questions About Wealth Planning

Wealth planning considers your investments and financial risks within your broader goals. Financial planning connects those decisions with other areas of your life, including retirement, spending, and family responsibilities.

Yes. We can begin by discussing your current holdings, why you own them, and how they relate to your needs and priorities.

We make room for both perspectives. Understanding your individual concerns and shared priorities helps guide the planning conversation.

Meet our financial planning team to learn about the people behind our approach and ongoing client relationships.

Wealth Planning in Connecticut and Florida

From Shelton, Connecticut, and Redington Shores, Florida, we help individuals, families, and business owners connect their resources with the people and priorities that matter most.

Connecticut

1000 Bridgeport Avenue, Unit 506
Shelton, CT 06484

Florida

17715 Gulf Boulevard, Unit 601
Redington Shores, FL 33708

Phone & Email

Phone: 203.924.5420
Email: info@dimatteofinancial.com

Let’s Talk About What You’re Planning For

Tell us what your resources need to support, which decisions are approaching, and where you have questions.

We’ll listen, help you understand your options, and discuss practical next steps.

Schedule a Wealth Planning Conversation