What I do

No matter what your individual situation, whether you are an individual investor or in charge of institutional, corporate or charitable assets, planning investments has become a greater challenge in recent years.

In the ever changing investment climate today, and faced with multitudes of new products and changing tax laws, you need a professional advisor, who has the experience, expertise and service commitment to help you make the right decisions. You need disciplined portfolio management.

Today’s financial service marketplace is crowded with products and services that are largely similar. However, Todd Almasi takes a truly unique approach to wealth management – one that could be extremely beneficial to you.

Todd Almasi serves as a solutions provider for all aspects of his clients finances. What does this mean? Todd provides a unique combination of capital preservation, tax minimization and wealth creation strategies.

By working with a select group of individuals and institutions/corporations, Todd ensures that he thoroughly attends to each of his clients specific needs. With a disciplined investment management approach, Todd can ensure his clients that all investment decisions are consistent with achieving their financial goals.