More personal and business wealth exists in the world today than ever before, as privately held business owners creatively grow their companies. Unfortunately, the private wealth industry has not kept up and options for successful middle-market business owners are limited. Only the world’s wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The Di Nuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. Di Nuzzo reveals the first and only structure through which he and a well-coordinated team of experts help middle-market business owners get the same level of service once only reserved for the ultra-wealthy.
关于作者
P. J. Di Nuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for Di Nuzzo Private Wealth, Inc./Di Nuzzo Family Office/Di Nuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and manages $929 million in assets under management as of December 31, 2021. P. J. has earned numerous designations, including the distinguished Personal Financial Specialist (PFS™) designation and the Accredited Investment Fiduciary® (AIF®) designation. He is also the author of the book, The Seven Keys to Investing Success (Lioncrest Publishing, 2020) and P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, The Lange Money Hour radio show with Jim Lange, and The Street.com TV. He currently resides in Pittsburgh, PA.
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