Investment & Wealth Management

stack of balanced rocks near the water edge of a lake

At Ciampi Tax and Financial, we pride ourselves on delivering an Investment and Wealth Management approach that is individualized, comprehensive, and strategically aligned with your long-term financial objectives. As an Investment Advisory Representative (IAR), we adhere to the Fiduciary Standard mandated by federal law, ensuring that our investment recommendations consistently prioritize our clients’ best interests.

Our support extends across various facets, including research, portfolio design, asset allocation, portfolio cost management, and risk mitigation services. We offer access to a diverse range of investment options, including stocks, bonds, mutual funds, ETFs, and Index Funds. Your personalized financial plan serves as our guiding compass, evolving alongside your changing needs, time horizon, and risk tolerance. Through scheduled advisory reviews, we continuously monitor your portfolio, considering the tax implications of any strategic moves.

We approach your financial situation with a personalized and holistic perspective, ensuring that all stakeholders and priorities in your financial journey are duly accounted for. Our investment research and portfolio management services are conducted in-house by our seasoned and forward-thinking team, boasting over 35 years of proven success. Our team members hold advanced academic, professional, and securities credentials to uphold the highest standards of service excellence. Furthermore, we invest in cutting-edge technology to deliver leading-edge investing and reporting products, ensuring that you receive the utmost in understanding, efficiency, and transparency.

Learn more about our Investment Philosophy.

Disclosures

  • Please note: Cetera Advisor Networks LLC is not registered to offer direct investments into commodities or futures. Instead, we provide access to this asset class via mutual funds, exchange-traded funds (ETFs) and the stocks of associated companies. Investments in commodities may be affected by the overall market movements, changes in interest rates and other factors such as weather, disease, embargoes and international economic and political developments. Commodities are volatile investments and should form only a small part of a diversified portfolio. An investment in commodities may not be suitable for all investors.
  • A diversified portfolio does not assure a profit or protect against loss in a declining market.
  • Mutual Funds and Exchange-Traded Funds are sold only by prospectus. Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained directly from the company or from your financial professional. The prospectus should be read carefully before investing or sending money.
  • Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.