Are you looking for an Investment Advisor
...who is not a commissioned sales person but a fee based trusted advisor?
...who specializes in investment management and retirement planning?
...who is a licensed Fiduciary and by law must always act in your best interest?
...who provides full transparency in every respect?
Singular Focus is on you, our client.
Welcome to LoPresti Financial Group. We are focused on providing our clients with customized investment plans, retirement solutions, and comprehensive investment management services.
At LoPresti Financial Group we believe a client's portfolio must take into account, where they are and where they want to go as well as all of the unique circumstances that apply to their situation.
LoPresti Financial Group serves as a Fiduciary, a legal standard by which we must employ the highest standard of care when it comes to advising clients on their money.
We utilize the simple premise of acting in the best interest of each and every client, each and every time
What We Do
Investment management and retirement planning is our specialty and our sole business. The majority of our assets under management have been acquired primarily through referrals.
We specialize in a low risk, low volaility money management system. Through our Retirement Designed Money Management System, we look after our clients by providing them with portfolios to help protect what they've worked so hard to build.
We help retirees and pre-retirees who strive to secure a better retirment through our fee based asset management system, always ensurng their individual needs remain our tope concern.
We have partnered with excellent private wealth managers that have extensive experience managing money in both bull and bear markets. For most or our clients, the focus is on capital preservation, followed by growth and income but each client has different needs and unique circumstances. We analyze all aspects of a client's current financial and investment situation and desired outcomes prior to constructing a portfolio.
LoPresti Financial Group focuses on cost-effective, after tax results, recognizing that the only performance that matters is the the kind the client receives. We focus on searching for and utilizing "best-in-class" investment vehicles for every component of the client's portfolio.
Developing customized financial and retirement plans and walking our clients through a step-by-step process that helps them feel confident and understand their decisions is what we do best. We take great pride in understanding our client's individual needs and goals while forming long lasting relationships with our clients.
Reducing risk and providing stability to protect our clients from the "unknowns" in life is our foundation. This predictability allows us to implement sustainable investment and retirement plans to protect our clients from the unexpected.
To schedule a complimentary appointment to learn about our services,
call us at 330-598-1818
or email Dino LoPresti directly at email@example.com
Call or email to request a copy of our most recent book: Intelligent Investing