3430 Ocean View Boulevard,
Some may wonder why we chose a set of gears to represent our firm. The explanation is simple, but it’s meaning is substantial; we work hard to make sure your finances are working together.
In other words, we believe it is important clients have a plan that is prepared to support each area of your financial life. Your taxes, investments, insurance, and legal documents should all work together optimally with the same goal in mind - as if they are gears in a well-oiled machine.
In 2002, Mauro D’Amico began helping his tax clients who were retirees and soon to be retirees ensure that their investments would provide them with the income, peace of mind, and security to not only enjoy their retirement - but continue to enjoy it as the years go by. That is why, at Damico Integrated Wealth Management, we believe it is not just about how much money you have accumulated for retirement. Instead, it is the income you can safely withdraw each year from your investments that makes the difference.
At Damico Integrated Wealth Management, you will not only be working with investment advisors; you will be working with a team of tax experts. Mauro D’Amico brings with him 40 years of tax service experience with individual taxes, business tax and estate tax preparation, as well as 18 years of experience in the financial services industry. With many years of practical experience solving problems for clients, Mauro D’Amico will be able to create a sound financial plan that synchronizes your assets with tax efficient strategies, creating plans that avoid the erosion of earnings overtime and secure the success of your wealth for yourself and future generations.
And in the interest of caring for our clients in the long-term, we believe it is important to mention the built in succession plan we have for our business. At Damico Integrated Wealth Management, family is one critical corner of our foundation. Mauro D’Amico is proud to have his son, Daniel D’Amico, follow in his footsteps. When the time comes for Mauro to step aside, clients can feel safe knowing that Daniel is here to continue supporting and sustaining their success in the long-term.
Additionally, Daniel will be available to work with the upcoming generation. So, as your life moves forward, and your young loved ones enter adulthood, Daniel is prepared to preserve the legacy you leave with them.
We work with our clients to co-create their financial plan, so they can take control of their financial future. Together, we will create a comprehensive financial strategy that synchronizes the key areas of retirement planning, such as:
Damico Integrated Wealth Management is an Independent Advisory Representative Firm. By acting as fiduciary, we see it as our responsibility to help our clients make sound decisions by analyzing the facts and circumstances tied to their objectives in order to make the strongest financial decisions for their families.
We will work with you to achieve a financial plan that will help you achieve your goals by optimizing risk and selecting appropriate strategies aimed at a high probability of success. Our goal is to provide our clients with investment strategies designed to help manage a downside risk by taking advantage of known market trends and proprietary exit triggers that utilize evidence-based rules and logic. At Damico Integrated Wealth Management our portfolios are designed to be defensive in down markets and opportunistic in good markets.
Our promise to you is that we will serve you to the best of our ability, protecting your interests above all others.
Please contact us today for an appointment to discover how a custom-tailored financial plan that is designed specifically for you and your family can provide you and your loved ones with security and peace of mind.