We evaluate decisions through two lenses:
The Financial Plan: aligns every decision with your personal and professional goals
The Tax Strategy: incorporates a proactive tax strategy leading to smarter financial planning
Q: How do you help your clients make the right call?
A: Throughout life, we all face critical financial decisions—buying a home, navigating executive compensation, paying for college, selling a business, receiving an inheritance, deciding when to retire and preparing for long-term care. These are not the times to make poor choices.
Since 2004, D’Orazio Wealth Advisors has guided individuals and families through both everyday and life-changing financial decisions. From funding a car purchase to managing complex compensation packages or preparing a business for sale, our clients count on us to provide informed guidance.
What sets us apart is our ability to evaluate decision options within the context of your financial plan and tax strategy—always with an eye on your broader financial ecosystem. Our goal is simple: give you the clarity and confidence to make sound decisions when they matter most.
Q: What makes working with D’Orazio Wealth Advisors different?
A: We take a team-based, departmentalized approach to wealth management. Our clients don’t just work with one advisor—they engage with our entire team of professionals.
We collaborate on complex questions, provide cohesive recommendations and see them through to full implementation. Along the way, we build long-lasting, personal relationships. That’s what we love most about our work—helping clients reach milestones, achieve goals and live fuller financial lives. When we help clients make the right call on life’s biggest decisions, we not only add value, we create deeply satisfying, enduring relationships.