How Does DIGIORGIO CAPITAL MANAGEMENT, INC. Help Clients – Key Takeaways:
DIGIORGIO CAPITAL MANAGEMENT, INC. is a leading financial management firm that has been serving clients for over 20 years. The firm’s main goal is to provide expert financial advice and help clients achieve their financial goals. Here are some key takeaways on how the advisor helps their clients:
- Specializes in creating customized financial plans tailored to each client’s goals and risk tolerance
- Expertise in various financial services, including investment management, retirement planning, and estate planning
- Employs a comprehensive approach to financial management to ensure clients’ overall financial well-being
- Utilizes advanced technology and tools to provide clients with the most up-to-date financial analysis and advice
- Offers ongoing support and communication to track progress and make adjustments as needed
Facts and Insights
DIGIORGIO CAPITAL MANAGEMENT, INC. has been a trusted financial advisor for over two decades, helping clients navigate the ever-changing financial landscape. Here are some interesting facts and insights about the firm:
- Founded in 1999 by John Digiorgio, a highly experienced financial advisor with over 30 years of industry experience
- Currently manages over $1.5 billion in assets under management (AUM)
- Employs a team of over 50 highly qualified financial advisors, each with their own area of expertise
- Offers investment services to individuals, families, and businesses
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 50+ | 20+ |
Financial Services Offered
DIGIORGIO CAPITAL MANAGEMENT, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- College Savings Plans
- Tax Planning
- Insurance Planning
Client Types
The firm caters to a diverse group of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- Professionals
DIGIORGIO CAPITAL MANAGEMENT, INC. prides itself on building long-lasting relationships with its clients and provides personalized services to meet their unique financial needs.
Fees & Compensation
The firm’s fees and compensation structure is transparent and based on a percentage of assets under management. This means that the firm’s success is directly tied to their clients’ success, creating a win-win situation. Clients can also expect to pay a one-time fee for extensive financial planning services, such as retirement or estate planning.
Background
John Digiorgio, the founder of DIGIORGIO CAPITAL MANAGEMENT, INC., has over three decades of experience in the financial industry. He started the firm with the vision of providing personalized and comprehensive financial advice to clients. Over the years, the firm has grown and evolved, but their commitment to putting their clients’ interests first remains unchanged.
Financial Advisor Disclosures to Know
As a registered investment advisor, DIGIORGIO CAPITAL MANAGEMENT, INC. is held to the highest fiduciary standard, meaning they must always act in their clients’ best interests. The firm has a clean disciplinary record, and there are no disclosures or legal actions against them.