The DiNuzzo Middle-Market Family Office Breakthrough: Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families | Agenda Bookshop Skip to content
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A01=P. J. DiNuzzo
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The DiNuzzo Middle-Market Family Office Breakthrough: Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families

English

By (author): P. J. DiNuzzo

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 worlds wealthiest families have access to the expertise needed to truly achieve their business, personal, financial, and philanthropic needs. In The DiNuzzo Middle-Market Family Office Breakthrough, private wealth advisor P.J. DiNuzzo 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.

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Product Details
  • Dimensions: 152 x 228mm
  • Publication Date: 15 Sep 2022
  • Publisher: Morgan James Publishing llc
  • Publication City/Country: United States
  • Language: English
  • ISBN13: 9781631958335

About P. J. DiNuzzo

P. J. DiNuzzo is the Founder President Chief Investment Officer (CIO) Chief Compliance Officer (CCO) and Director of Business Development for DiNuzzo Private Wealth Inc./DiNuzzo Family Office/DiNuzzo 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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