Services

DWM's TYPICAL FULL-SERVICE CLIENT ($1M+ Minimum)

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. DWM does not serve as an attorney, an accounting firm, or insurance agent. DWM does not prepare legal documents, nor does it sell insurance products. If the client desires, certain DWM representatives, in their separate individual licensed capacities as licensed insurance agents, can be engaged to provide insurance sales/services per the terms and conditions of a separate engagement and fee.

At DWM Our Goal is to be Our Client's Most Trusted Advisor.

We Earn that Trust by Offering:

  • Customized "The DiNuzzo Financial Wellness LifePlan(TM)"
  • Emotions Management
  • Fiduciary Duty
  • Fiduciary Based Advice
  • Fee-Only Discretionary Investment Management
  • Strategic Asset Allocation Recommendation(s) (often multiple strategies across various account types)
  • Glide Path Analysis and Recommendations
  • Asset Class Diversification Recommendations
  • Index Dimensional (DFA) Investment Recommendations
  • Regular Rebalancing Audits
  • Rebalancing Asset Classes (e.g. US Large Cap, International Small Value) Per Customized Min/Max Bands
  • Personal Balance Sheet (PBS) Preparation and Updates
  • Personal Cash Flow Statement(s) (CFS) Preparation and Updates
  • Retirement Cash Flow Statement(s) Pro-Forma (RCFS) Preparation and Updates
  • Retirement "Income Gap" Identification for "Guaranteed Income" to Solve for: Food, Clothing, Shelter, Health Care & Transportation "Needs"
  • Customized Recommendations Developed through our "DiNuzzo Money Bucket Stack AnalysisTM" (DMBSATM) for Your Unique "Bucket" Strategies
  • Customized Recommendations for Tax and Cash Flow Bucket Funding Regarding Taxable, Tax-Deferred, and Tax-Free Buckets
  • Semi-Annual (Preferred) or Annual Client "Progress Meetings"
  • Quarterly Contact from Your "Lead" Relationship Wealth Advisor
  • Rebalancing Transaction Contact from Your Wealth Management Team
  • Ongoing Advice
  • Client Services
  • Tax Loss Harvesting
  • Capital Gain Harvesting
  • Daily Performance (Electronic) Reporting through Your "Client Portal"
  • Continuing Education
  • Tax Management
  • Chart and Data Updates
  • Withdrawal and Deposit Management
  • Cash Flow (Budgeting) Management
  • Alternative Investment Evaluations