How our team helps you

At the Di Vito Consulting Group, our commitment is to help engaged investors create personalized plans to achieve their financial goals and preserve the wealth they have accumulated. We work closely with affluent individuals and institutions that are purposeful about their investments. Our lasting relationships are based on traditional values including; stewardship, integrity, character, and service. Our clients benefit from a professional approach to managing their wealth that is always in their best interest. Guided by our mission to help clients thrive, we offer services including:

Wealth management planning
  • Review of portfolio
  • Asset allocation
  • Time horizon
  • Withdrawal strategies
  • Investment Policy Statement
  • Stock concentration
  • Review investments held outside the firm
Estate planning & charitable giving
  • Gifting to family & charity
  • Multi-jurisdiction planning
  • Trust services
  • Irrevocable life insurance trusts
  • Charitable services and donor advised funds
  • Estate planning services for unique family situations
Retirement planning
  • Retirement goal setting
  • Social Security and Medicare
  • Business owner solutions
  • IRA contributions and conversions
  • Employer-sponsored plans and 401(k)s
  • Annuities and pensions
  • RMDs and withdrawal strategies
  • Self-employed retirement plans
Cash flow and budget
  • Income sources
  • Expenses and budgeting
  • Debt management
  • One-time expenses
  • Planned large expenses
  • Emergency funding
  • Dollar cost averaging
  • Mortgage review
  • Lines of credit
  • Securities based lending
Investment tax planning
  • Review of cost basis
  • Review realized gains
  • Carry forward losses
  • Tax-loss harvesting
  • Deductions and credits
  • Potential Roth conversions
  • Health Savings and Flexible Spending accounts
Risk management and insurance
  • Review of existing policies
  • Life insurance needs
  • Long-term care insurance
  • Disability insurance
  • Liability insurance
Assistance to loved ones
  • Gifting
  • Education planning
  • 529 College savings plans
  • Roth IRAs for children
Concierge service
  • Coordinate with other advisors such as your attorneys and accountants
  • Hold regular meetings and ensure that all planning is well-coordinated and implemented

Contact us

We welcome you to experience the service and solutions offered by The Di Vito Consulting Group. Contact us today to set up a meeting.