Our way of doing things

About Us

Our Goal

Empowering you to maintain your lifestyle, hobbies, and interests throughout retirement.

Our Mission

To make a positive difference in our clients’ retirement years.

Our Vision

Your family's goals, needs, and visions become ours as we help you achieve them.

About Us

Fidato Wealth provides comprehensive financial planning and wealth management for successful families, individuals and professionals. Our evidence-based approach will support your financial goals, helping you invest with confidence and take control of your financial plan. Our goal is to help you achieve the greatest degree of financial reliability and prosperity in accomplishing your financial and life goals.

At Fidato Wealth, we do what’s right. And that means we only offer all-encompassing financial strategies we would recommend to our family, or act upon ourselves. You can have the peace of mind that your financial plan will be thorough, unbiased and reliable.

We are a fiduciary firm and pledge to act in your best interests at all times. Our mission is to use our expertise to create a positive difference in our clients’ lives. When you partner with Fidato Wealth, we provide smart, custom solutions to help you lead your life and plan for your future.

Leadership Team

Our leadership team has over 50 years of combined financial services & experience. We are dedicated to making a positive difference in our client’s lives by using our expertise to help our clients achieve the financial planning outcomes they desire.

Tony D’Amico
CEO & Senior Wealth Advisor

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Amy D’Amico
President & Senior Wealth Advisor

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Tracy Kindall
Client Services

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Brian Eberhardt
Lead Wealth

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Fidato Wealth Values & Culture

At Fidato Wealth, we are held to the fiduciary standard. That means that we are legally responsible to put your interests first above all else…not just for today, but for every single day we partner with you.

Our long-term relationships with our clients ensure that we are thinking about what’s best for you throughout your wealth management life cycle. Your family’s goals, needs and visions become ours as we help you achieve them.

As fiduciaries, our firm is built upon loyalty, honesty and trust. Even our firm’s name, Fidato (derived from fiduciary), means trustworthy and reliable. And that’s what we’ll bring to you: trustworthy, reliable, comprehensive and unbiased wealth management. Let Fidato Wealth help you find success in your immediate and future goals. We would be honored to serve you.