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.

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:

• Retirement Income and Social Security Maximization Planning
• Advanced Tax planning and Minimization of tax strategies
• Investment and Risk Management Strategies
• Emergency Planning and Long-term care
• Estate and Legacy Planning

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.