Spacious New Offices and New Staff Support Fidato's 'Client First' Mission
MIDDLEBURG HEIGHTS, Ohio, July 20, 2018 (Newswire.com) - Fidato Wealth, an SEC Registered Investment Advisor and financial planning firm, today announced that they have moved their offices to a new, larger location at 7530 Lucerne Drive, Suite 400, in Middleburg Heights.
Tony D’Amico, CFP®, CEO and Senior Wealth Advisor at Fidato Wealth, said that the move represents recent growth for the Fidato team, but clients can expect the same high level of service to which they’ve become accustomed. “After experiencing tremendous growth over the last few years, we realized that we needed a new larger space to better serve our clients in helping them reach their financial goals,” said D’Amico.
TIME FOR AN UPGRADE
Our offices might have moved, but our mission is the same. We are here as fiduciary financial advisors to serve our clients.
“We clearly outgrew our space after nine years at the same location in Strongsville and realized we needed to move into a space that could hold our expanding team,” said D’Amico. “The previous office space had a total of 1,700 square feet, while the new office space contains nearly 5,000 square feet, with comfortable conference areas and ample work space. The new and comfortable office includes ample parking and a more central location for clients, just off of I-71 and I-80 at the Pearl Road exit.”
MISSION IS THE SAME
“Our offices might have moved, but our mission is the same,” said D’Amico. “We are here as fiduciary financial advisors to serve our clients.”
To that end, D’Amico has hired a new client services specialist, Lindsay Fiore, to become a member of the firm. Fiore, a long-time Cleveland-area resident, joins the team as the first face that clients see when they walk in the door. “We are pleased to have Lindsay on the Fidato team and feel that she sets a positive tone for client interactions,” said D’Amico.
CLIENT SERVICE IS KEY
“Sometimes people aren’t comfortable with change, but our goal is to help our clients understand that we have expanded to better serve their needs,” added D’Amico. “We look forward to hosting our clients in our lovely new space.”
ABOUT FIDATO WEALTH
Fidato Wealth is a fiduciary-based Wealth Management firm, headquartered in Middleburg Heights, Ohio, that provides comprehensive financial planning for successful families and business owners. Tony D'Amico, CFP®, CEO and Senior Wealth Advisor, has been quoted in The Wall Street Journal, CNBC, Barron’s and other national publications. Fidato Wealth was named to Financial Advisor magazine’s Top RIA Ranking list in both 2017 and 2018. For more information, please visit http://www.FidatoWealth.com/.
Fidato Wealth LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fidato Wealth LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fidato Wealth LLC unless a client service agreement is in place with you.
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Source: Fidato Wealth