A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Donato Wealth Management, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Donato Wealth Management
(512) 833-6557

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WHO ARE WE

A Registered Investment Advisor (RIA) is a person or firm who advises high-net-worth individuals on investments and manages their portfolios. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests.

Donato Wealth Management

We’re Registered Investment Advisors (RIA), here to ensure that your finances are sound and ready to help you understand every facet of the process so that you are an expert in your financial future. Whether you need help in planning your estate, understanding the world of stocks and bonds, or how to choose the perfect insurance, we have your back. With years of experience behind us, we understand the world of finances through and through. When you work with us, we are always at your disposal – to answer your questions, address any and all concerns, and help strengthen your knowledge about the world of finances so that you understand what we’re doing and why we’re doing it for you.

As RIA’s, we have a legal fiduciary responsibility towards our clients. This means that every choice, every decision, every detail that is made is only in your best interest. There is no middle ground or no secret, backroom deals when it comes to your finances for a registered investment advisor. Clients are truly the number one factor in the minds of RIA’s. We will make every effort that every decision made in your name will be to further your interests, not our own, not a financial firm, and not that of other parties. It is for that reason that each transaction is made with as much care as is possible. There are little to no risks when working with an RIA.

We want to help you build a sustainable future. We offer sound, solid advice that is tailor made for each client. This means that you will have a personal relationship with your RIA, throughout every step of the process – whether it’s just a handful of consults, or a lifetime relationship. When you work with an RIA, you have the source of good, safe advice and investment options.

Take a moment to speak with us, and we’ll show you exactly how we differ from the average investment advisor.

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THE NEXT STEP?

 

For more information about any of our products and services, schedule a meeting today.

Or give us a call at (512) 883-6557

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.