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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 June 30, 2023

33rd

Year in Business in

 

Southwestern Pennsylvania

 

$899M

Assets Under Management

 

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

 

Credentials & Designations

 

* CLICK HERE FOR DISCLOSURE INFO

 

 

158

Years of Combined Wealth Advisor Experience

 

32

States are Home to

 

DWM Clients

 
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"Front Stage"

 

P. J. DiNuzzo
Founder, President, Lead Consultant

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

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

Bio

 

 

 

"Back Stage"

 

Phyllis M. Nutz (DiNuzzo)
Matriarch Emeritus (1930-2022)

Bio

Jackie M. DiNuzzo
Senior Compliance Officer, Human Resource Manager

Bio

Lisa A. Faulkner
Senior Client Service Specialist                                         

Bio

Terri S. Tepsic
Property Manager         

Bio

 

Brooke C. McMaster
Senior Client Service Specialist                                            

Bio

Jeffrey A. Buckley
Client Service Specialist                                                            

Bio

Rose M. Dessler
Compliance Officer

Bio

Suzanne M. Boren
People and Culture Team Leader

Bio

 

Cliff Smith
Director of IT                                                            

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

Michael A. Cindrich
Tax Manager

Bio

Cassandra M. Dye
Director of First Impressions

Bio

 

 

Pittsburgh All-DFA Index Portfolio & Retirement Income Planning Firm

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  • 1501 3rd Street, Beaver, PA 15009 United States
    (Home Office)
  • 6425 Living Place, Second Floor, Suite 2135, Pittsburgh, PA 15206
    (Bakery Square - Meetings Only)
  • Phone: 877.728.6564
  • Email: info@dinuzzo.com

 

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