Vito Abbondandolo

I founded Abbondandolo Wealth Management because I wanted the people in my community to have prudent and unbiased financial advice. My team and I specialize in helping business owners, executives, and independent professionals protect their financial lives and grow their wealth. What makes us different is that we want to serve as your personal Chief Financial Officer.

Abbondandolo Wealth Management is a holistic financial firm specializing in serving business owners, executives, and independent professionals. Much like a CFO manages a company's balance sheet and financial activity, we help you manage your personal, family, and business finances. We work with you to identify your goals, define your priorities, and develop strategies to achieve them.

We have a longstanding relationship with SEI as a strategic partner to augment the investment management of our clients' accounts. SEI Investments Company, a public company, founded in 1968 is a global investment firm with $332 billion in assets under management and over 3,700 employees worldwide. Together with SEI, we create tax-efficient portfolios leveraging the expertise of an investment firm with 50 years of experience.

How much damage could be done without tax management? A $100,000 portfolio invested in 60% stocks and 40% bonds in 1979 would have grown to about $4 million before taxes by 2015. However, with no efforts to mitigate the tax effect, Uncle Sam would have eaten 60% of the gain, lowering the investor's wealth to just a little more than $1.6 million.

Learn about the importance of having an estate strategy in this helpful and informative video. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. How does your ideal retirement differ from reality, and what can we do to better align the two?