Abbondandolo Wealth Management
We are specialists in serving the unique needs of business owners, executives, and independent professionals. This high level of focus gives us broad experience to draw from and allows us to anticipate your needs. Our advisors have pursued advanced coursework and attained specialized credentials such as the CPA, the Certified Investment Management Analyst®, and the Personal Financial Specialist to give our clients the best advice possible. The financial landscape changes rapidly and continuing professional education helps us stay at the top of our game.
Our team-based approach gets you the advice you need when you need it. Each of our advisors brings a unique set of skills, experience, and perspective to the table. We believe that this collaborative style benefits our clients by leveraging each advisor’s strengths. Many of our clients have complex financial situations and we maintain consultative relationships with outside experts in estate planning, insurance, and other areas. This allows us to ensure our clients get specialized advice that is integrated with their entire financial picture.
We want to be your first phone call. Whenever you have a financial decision to make or a problem to resolve, we want you to call us first. The choices you make about your business and personal finances have an extraordinary impact on your financial future. Whether it’s buying a car or selling your business, we want to be there to help because it’s our job and we do it well. As your personal CFO, it’s our job to make sure you maximize every opportunity for financial success.
Let’s Build a Strong Financial Future Together
Over the years, we have learned that it’s not possible or desirable to serve everyone. Instead, we focus on serving a select group of clients to the best of our abilities. Though our clients come from every walk of life, we have found that we work best with clients who:
- Are actively engaged in their financial lives
- Value professional advice and want to build long-term partnerships with trusted advisors
- Are passionate about their dreams and are working toward accomplishing their life goals