DiNuzzo Wealth Management has been providing Retirement Income Planning and Wealth Management solutions based in Western Pennsylvania since 1989. As a Wealth Management firm founded on a dedication to financial planning, our primary focus is to provide unbiased advice that is designed to achieve customized long-term Financial Wellness(TM) solutions.
We are committed to providing collaborative and customized advice and direction to our clients, within a transparent, fiduciary capacity. Our Financial Wellness Life Plan (TM) serves as an ongoing long-term road map targeting our client's success and peace of mind. Our Wealth Advisory team has more than 120 combined years of experience.
We are committed to providing collaborative and customized advice and direction to our clients, within a transparent, fiduciary capacity. Our Financial Wellness Life Plan (TM) serves as an ongoing long-term road map targeting our client's success and peace of mind. Our Wealth Advisory team has more than 120 combined years of experience.
Services
Please Note: As described on DiNuzzo Private Wealth, Inc.'s d/b/a DiNuzzo Wealth Management ("DWM") written disclosure Brochure, and corresponding engagement agreement between DWM and the client, the scope of any financial planning, tax preparation, or consulting services depends upon the terms of the engagement and the specific requests and needs of the client.
We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the four key areas of retirement success.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise.
While our clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $1,000,000. This might sound cliche, but we will only work with genuinely nice people with whom we share a mutual respect.
With a confidence in the capital markets and their "price discovery" process, a deep belief in the academic community, empirical research, and a focus on implementation, we go where the science leads, and continue to pursue new insights, both large and small, that can benefit our family of clients household "client investing experience.".
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They discuss the inception to date performance of these funds and the period after receiving their star status, showing that the funds' alphas (performance over a benchmark) over time were not statistically significant, except in one case.Better stick with index funds. No skill or even luck required.
They discuss the inception to date performance of these funds and the period after receiving their star status, showing that the funds' alphas (performance over a benchmark) over time were not statistically significant, except in one case.Better stick with index funds. No skill or even luck required.
Reviews (3)
Debra Holz
Oct 30, 2019
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I was new to investing when I met P.J. DiNuzzo about 8 months ago and had no idea what I was doing. I had a considerable sum of money, but I was terrified of losing it. P.J. was very patient with me and twice held long meetings with me to explain investing and diversifying my investments laying out the logic of his proposal. It was almost a tie with another financial advisor, but I chose DiNuzzo because it's apparent he and his wealth advisor, Mark Ambrose, know what they're doing. I am a conservative investor, and they've respected that. Mark has also very patiently held my hand through the process
Charlie Cook
Oct 23, 2019
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We approached DiNuzzo for financial planning services with our assets being greater than their minimum. After supplying information that was requested we had a second meeting on Jan 15. PJ spent the entire meeting detailing inadequacies of our reported cash flow. To our surprise the meeting then ended with no explanation nor interest in offering their service. Basically we were shown the door. An explanation of why they were apparently not interested in offering services was appropriate. Our mistake was not requesting such an explanation which would have been helpful. People in our situation are
David Cutich
Jul 23, 2019
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I have had my account with the DiNuzzo team for many years. They are very professional and thorough. They explain everything they do and why in detail. They do not "churn" your account, they only take a percentage fee for their services. My wife and I typically meet with them once per year and they review your account and go over your financial future. They always answer your questions patiently and in great detail. I have been very happy with their services and I highly recommend them.
