Services
A Focus on What Matters Most
We understand that managing personal finances requires time, knowledge, and expertise - all of which can be a challenge while also keeping up with professional obligations, business responsibilities, or civic duties. Our team of experienced advisors provides comprehensive financial planning monitoring all aspects of your wealth management needs. From investment strategies to estate planning, we’ve got you covered.
With D’Orazio & Associates monitoring your financial situation, you’ll have the freedom to focus on managing your professional life and pursuing personal interests without worrying about missing out on crucial financial opportunities. Don’t let the complexities of finance hold you back from reaching your goals. Trust D’Orazio & Associates to provide expert financial services tailored specifically for high net worth individuals and families.
Investment Management
Crafting personalized allocation and asset selection based on agreed-upon risk tolerance, designated investment objectives, taxes, time horizon, current regulatory environments and any other unique circumstances; implementing recommendations; rebalancing recommendations; and employer-sponsored plan asset allocation assistance
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@dorazioadvisors.com | (703) 269-3100