Integrity
INDEPENDENT
What differentiates us from the rest? Our independence, transparency, and passion.
Where Do You Want Your Future Financial Roadmap to Take You?
Bringing Your Entire Picture Together: One Piece at a Time
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.
Our 4-Step Process

Educate
Data-driven analysis is the foundation for everything we do.

Gather
Individualized strategies ensure that your goals are always a priority.

Plan
Our comprehensive financial planning means we're ready to address your every need.

Manage
Want to learn more about retirement, Social Security, or estate strategies? We have a wealth of resources.
Our Services
Focused on You
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.
Designed for You
A New Approach to Planning
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.
What is Holistic Financial Planning?
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.
LEARNING CENTER
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.