Our approach evaluates decisions through two lenses. First is the financial plan, which shows where one stands and allows decisions to be synced with what you want to achieve in your career and retirement. Second is the tax strategy, which can minimize your biggest expense and open the window for more thoughtful planning.
Q: Why should prospective clients consider working with D’Orazio Wealth Advisors?
A: Throughout our lives, we’re all faced with financial decisions, from buying a house to executive compensation, paying for college, selling a business, inheritance, when to retire, long-term care and so on. These are not good times to make a bad decision. D’Orazio Wealth Advisors has been guiding people to make informed financial decisions since 2004. We help people with smaller decisions, like how to fund a car purchase, and more complicated decisions, like executive compensation or the sale of a business. We can do this because we evaluate our clients’ decision options against their financial plan. We look through our tax strategy lens while considering their larger financial ecosystem. Our process goal is to ensure our clients have the information and confidence they need to make the big decisions.
Q: What makes your client experience unique?
A: D’Orazio Wealth Advisors offers a team-based, departmentalized approach to wealth management, where our clients interact with all members of our team. We tackle complex questions and topics through team collaboration. Our talented team of financial professionals sees recommendations all the way through to the implementation phase. Through our work, we build long-lasting personal relationships. In many ways, that’s what we enjoy most about what we do — we know that by seeing our clients through their goals and life milestones, we add value to their lives.
When we make a big difference on big decisions, it tends to create long-lasting and highly satisfying relationships.