Joseph Dankowski

Background

About Joseph Dankowski

Joseph Dankowski, is a CERTIFIED FINANCIAL PLANNER™ Professional, a designation awarded by the Certified Financial Planner Board of Standards. He leads a wealth management practice that assists institutions, corporate executives, entrepreneurs, physicians, business owners, professionals, and their families to develop and implement coordinated financial strategies. He has an open architecture approach that allows him the ability to offer high quality and true objective advice, to address the unique needs of his clients. Joseph helps each client to define and develop clear objectives, and to design a tailored strategy to help build, manage and preserve their wealth. He manages investment portfolio's by utilizing both strategic and tactical solutions. Combining core, opportunity, and alternative asset classes to minimize risk and create tax efficiency. The hallmark of his practice has always been to deliver personalized investment advice and financial planning strategies with best of class service. Specialties: Wealth Planning and Preservation, Strategic and Tactical Investment Management, Retirement Income Planning, Tax Efficiency, Estate and Tax Reduction Strategies, Risk Management, and 401k and Corporate Retirement Plan Management For full disclosures please see