Why Choose Us
At Diccianni Financial Group we take a holistic view of your life and financial goals through our Wealth Management Solutions.
In establishing your goals and objectives we set investment guidelines that are appropriate to both your desired outcome and the realities of the investment markets.
By making the connection between your goals and the investment strategy necessary to achieve them, we can create useful guidelines and establish reasonable expectations of portfolio performance. Future monitoring includes accounting for changes in your personal or financial circumstances.
Investment Policy Statement Process (IPS)
The five-step process that creates and manages your IPS never ends. Regular monitoring of your portfolio always brings us back to your financial objectives.