CS TOMASI Wealth Management is an independent, fiduciary, fee-only wealth management firm founded by Christopher S. Tomasi. The company focuses on providing personalized and comprehensive financial planning and investment management services, operating with a client-centric approach. As a Registered Investment Adviser (RIA), they are dedicated to helping clients navigate complex financial decisions, particularly in areas like retirement planning and investment strategy, while upholding a high standard of care.

Founded in

United States