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What…

 

We Empower Smart Money & Best-Life Choices
 

 

 

How…

 

Through "The DiNuzzo Way™" Core Principles As Evidenced In "The DiNuzzo Financial Wellness LifePlan™"

 

 

Why…
 

In Everything We Do, We Believe That Everyone has the Right to Achieve and Experience Their Most Meaningful and Best-Life.

 

 

 

Fiduciary Standard Wealth Management

 

...Trusted Since 1989

 

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DiNuzzo Wealth Management:  At A Glance
 

As of December 31, 2020

31st

Year in Business in

 

Southwestern Pennsylvania

 

$795M

Assets Under Management

 

* CFP:  4
* CPA:  1
* PFS:  1
* EA:  1
* ChFC:  5​
* AIF:  7
* AAMS:  1
* MBA:  3
* MSTx:  1
* MSFP:  1

 

Credentials & Designations

 

* CLICK HERE FOR DISCLOSURE INFO

 

 

157

Years of Combined Wealth Advisor Experience

 

33

States are Home to

 

DWM Clients

 
 

 

 

 

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"Front Stage"

 

P. J. DiNuzzo
Founder, President

Bio

Mark S. DiNuzzo
EVP, Principal, Financial Wellness LifeCoach, Risk Management Team Leader      

Bio

Carl J. Hartman
SVP, Principal, Financial Wellness LifeCoach, Senior Investment Officer

Bio

Michael V. DiNuzzo
SVP, Principal, Financial Wellness LifeCoach, Risk Management Team Leader

Bio

 

 

Robert F. Graham
VP, Financial Wellness LifeCoach

Bio

Jacob R. Potts
VP, Financial Wellness LifeCoach, Trade Team Leader

Bio

Leslie D. Taylor-Neumann
VP, Financial Wellness LifeCoach, Wealth Planning Team Leader

Bio

 

 

Jennifer B. Reddinger
VP, Financial Wellness LifeCoach,  Wealth Planning Team Co-Leader

Bio

Kenneth M. McDaniel
VP, Financial Wellness LifeCoach, Tax Team Leader

Bio

 

 

 

"Back Stage"

 

 

Jackie M. DiNuzzo
Senior Compliance Officer, Human Resource Manager

Bio

Lisa A. Faulkner
Senior Client Service Specialist                                         

Bio

Phyllis M. Nutz
Administrative Assistant                                               

Bio

 

 

Terri S. Tepsic
Executive Assistant         

Bio

Cliff Smith
Director of IT                                                            

Bio

Brooke C. McMaster
Senior Client Service Specialist                                            

Bio

 

 

Rose M. Dessler
Compliance Officer, Human Resource Manager

Bio

Ken W. Aikens
Client Service Specialist

Bio

Keri M. Ronacher
Portfolio Reporting Manager                                   

Bio

 

 

Renee J. Foody
Administrative Assistant

Bio

Denise A. Lyons
Bookkeeping Manager

Bio

Nicolas A. DiNuzzo
Marketing Manager

Bio

 

 

Pittsburgh All-DFA Index Portfolio & Retirement Income Planning Firm

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  • 1501 3rd Street, Beaver, PA 15009 United States
    (Home Office)
  • 2204 Murray Avenue, Pittsburgh, PA 15217
    (Squirrel Hill Office - Meetings Only)
  • Phone: 877.728.6564
  • Email: info@dinuzzo.com

 

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