Dino MacAluso

About Dino MacAluso

As the senior financial advisor with Macaluso Wealth Management Group, I enjoy being able to help individuals and families reach there financial goals and protect personal wealth that that they have worked so hard to create and grow. Through my educational background and extensive due-diligence I create customizable and comprehensive wealth management strategies for individuals, families and business owners. The Macaluso Wealth Management Group recognizes the fact each client is unique and requires an investment plan tailored to their particular investment goals and objectives. We are not affiliated with a firm who subscribes to in-house proprietary products; as a result we are able to offer our clients the best available products and services without any conflict of interest. This unbiased advice and comprehensive approach provides the framework which allows us to manage all aspects of our client’s financial needs.

Experience

1. Senior Financial Advisor

   Macaluso Wealth Management Group

   Mar 1996 — Present

   As a Senior Financial Advisor with Macaluso Wealth Management Group, I am responsible for providing financial guidance and leadership so my clients can focus more clearly on their careers and families. I take great pride in building long-standing relationships and being a trusted and valuable resource. We offer financial planning and strategy around: o Investment Management o Asset Management o Asset Servicing o Pre and Post-Retirement Planning o Educational Funding o Estate Planning and Risk Mitigation Services o Insurance Planning o Specialized Trust Services o Performance Monitoring o Customized Portfolio Design At Macaluso Wealth Management, we recognize the importance of creating strategic alliances which will benefit our clients. As a result, we have developed a strong relationship with firms specializing in providing, custody, software, and research to firms like ours who believe in the independent business model. Macaluso Wealth Management Group enjoys relationships with numerous professional organizations which provide additional legal and accounting services.The Macaluso Wealth Management Group is dedicated to your investment success. We believe it is our expertise, strategic affiliations, and attention to detail which separates us from our competition and helps us create personal, long-lasting relationships with our clients.

Education

• Rensselaer Polytechnic Institute

  Bachelor of Science, Business Management

  1979 — 1982

Skills

• Financial Planning
• Financial Analysis
• Life Insurance
• Investment Strategies
• Alternative Investments
• Finance
• Term Life Insurance
• Estate Planning
• Public Speaking
• Long Term Care Insurance
• Wealth Management
• Personal Financial Planning
• Strategic Planning
• Investments
• Financial Advisory
• Wealth Management Services
• Insurance
• Financial Services
• Retirement Planning
• College Savings Plans
• Financial Risk