Daniel's D'amelio Investment

Our Vision

At DDIMG, we believe in empowering affluent individuals through personalized wealth management. We are dedicated to providing comprehensive financial planning and investment services that align with your unique goals and aspirations.

Who We Are

Founded on the principles of transparency and fiduciary responsibility, DDIMG is a Registered Investment Advisor based in Jupiter, Florida, with an additional office in Bridgton, Maine. Led by experienced professionals with over 40 years of combined experience, we are passionate about helping our clients achieve financial success and peace of mind.

What We Do

Our personalized approach starts with a deep understanding of your financial aspirations and concerns. We work collaboratively with you to:

Goal-Based Planning

• Develop a customized financial plan that aligns with your unique goals, whether it's wealth preservation, retirement planning, or estate management.
• Create a diversified portfolio tailored to your individual risk tolerance and investment objectives.

Active Management

• Leverage our expertise in income generating strategies and capital appreciation techniques to optimize your wealth.
• Regularly review and adjust your portfolio to ensure it continues to meet your evolving needs and goals.

Transparent Communication

• We provide clear and concise reports on your portfolio performance and financial plan updates.
• We are committed to open and honest communication, ensuring that you are always informed and in control of your financial destiny.

What Sets Us Apart

• Fiduciary Responsibility: We prioritize your best interests and act in your best interests at all times.
• Fee-Only Structure: We are incentivized to grow your wealth, and our fees are transparent and competitive.
• Long-Term Focus: We prioritize sustainability and capital preservation alongside pursuing market growth.

Our Expertise

DDIMG offers a comprehensive range of services, including:

• Multi-asset class income investing
• Active investment management
• Education funding strategies
• Tax minimization strategies
• Concentrated stock services
• 401k consulting
• Corporate cash management
• Securities-based lending
• Retirement income planning
• Healthcare expense planning
• Endowment accounts
• Charitable services
• Private foundation management