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BROOKFIELD, Wis. – April 19, 2023 – DiDonato Wealth Advisors, a personal wealth advisory observe with Ameriprise Monetary in Brookfield, was named to the checklist of “Finest-in-State Wealth Administration Groups” printed by Forbes. The checklist acknowledges monetary advisors and their groups who’ve demonstrated excessive
ranges of moral requirements, professionalism, and success within the enterprise.
The rankings are primarily based on information supplied by hundreds of the nation’s most efficient advisors and their groups. DiDonato Wealth Advisors was chosen primarily based on belongings below administration, business expertise, compliance report and greatest practices of their observe, and strategy to working with purchasers.
DiDonato Wealth Advisors is led by Managing Director Bob DiDonato, CIMA ® , a Personal Wealth Advisor with 18 years’ expertise within the monetary providers business. He has been an Ameriprise Circle of Success member since 2013. DiDonato was named a Forbes “Finest-in-State Wealth Advisor” in 2022, and honored as a 5 Star Wealth Supervisor yearly since 2013.
DiDonato Wealth Advisors consists of Ann Massaro DiDonato, CFP ® , APMA ® , a monetary advisor, and assist workers Tom Chappelle and Christine Kennedy. The observe has $278 million in belongings below administration.
DiDonato Wealth Advisors gives monetary recommendation that’s anchored in a stable understanding of consumer wants and expectations and supplied in one-on-one relationships with their purchasers. For extra info, please contact Bob DiDonato at (262) 901-1537, go to the Ameriprise workplace at 300 N. Company Drive, Suite 100, Brookfield, or overview their group web page: www.didonatowealth.com.
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