Our Company
D'Annunzio Consulting was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind.
Commitment
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Consulting Process
Professionals work with integrity in all aspects of the relationship, starting with the advice given. When we are hired we review current holdings compared to our client’s goals, risk tolerance, preferences and tax circumstances. This is done in light of current economic and market environments around the world. Opportunities to improve the portfolio are identified and discussed with our client. If our client’s goals are not in line with what can reasonably be achieved within the risk profile desired, we counsel our client to either adjust their goal or accept a higher amount of risk – and explain the consequences should the higher risk not be rewarded over their time horizon.
Our clients are included in the portfolio building and management process each step of the way. This means they learn a lot more about financial markets, securities, economics, valuation methods, risk and asset classes than they might have learned under a more commercial mass-market approach backdropped with “model portfolios”. We limit the number of client relationships to keep our services attentive to the uniqueness of each client.
Our Principle
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.
Our Services
D’Annunzio Consulting Group, LLC is a Tacoma, Washington based firm established in 2007 by its principal, Holly D’Annunzio. Ms. D’Annunzio has over 40 years of experience guiding investors and analyzing financial markets and securities.
The firm offers non-discretionary investment advice (consulting services) to a select group of clients which include primarily high net-worth families, trusts, retirement assets and private foundations. Our fees are quoted based on the services desired and the complexity of the decision-making, asset structure, reporting requirements and number of legal entities rather than on asset size alone. Thus we often are a more economical choice for larger asset clients.