3430 Ocean View Boulevard,
More than an advisor, we seek to be your partner, coach, and friend.
What differentiates us from the rest? Our independence, transparency, and passion.
Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.
At Damico Integrated Wealth Management, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our firm around helping you succeed. Contact us today to get started.
Data-driven analysis is the foundation for everything we do.
Individualized strategies ensure that your goals are always a priority.
Our comprehensive financial planning means we're ready to address your every need.
Want to learn more about retirement, Social Security, or estate strategies? We have a wealth of resources.
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."
- Suze Orman
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.
"Your defensive game plan is just as important because it protects your money when something unexpected happens"
- Dave Ramsey
"If a child, spouse, a life partner, or a parent depends on you and your income, you need life insurance."
A holistic plan is an integrated approach to orchestrating key areas of your financial life into a single, well-coordinated plan. This is all-inclusive of your taxes, investments, insurance and legal documents all working together optimally with the same goal in mind.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.