Dominic Rosso, CFP®
Wealth Strategies Revolving Around You
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Serving Clients Nationwide
Wealth Strategies Revolving Around You
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
- Taxes
About Dominic Rosso, CFP®
With a passion for empowering individuals and families to pursue their financial aspirations, Dominic "Niko" Rosso serves as the Director of Financial Planning at Hoffman Wealth Management, LLC. With a degree from John Carroll University in financial planning and wealth management, Niko brings an abundance of knowledge and ability to the HWM team.Niko's commitment revolves around personalized financial strategies tailored to each client's unique goals. By deeply understanding their financial objectives and risk tolerance, he guides clients through complex financial landscapes, offering comprehensive solutions that prioritize long-term goals and financial well-being.
Adept at navigating various market conditions, Niko is dedicated to staying at the forefront of industry trends, employing innovative strategies while emphasizing a steadfast commitment to integrity, transparency, and client education. He firmly believes in fostering lasting relationships built on trust, open communication, and a shared commitment to financial success.
Niko continues to expand his knowledge through ongoing professional development and education ensuring clients benefit from the latest insights and strategies available in the financial realm.
Outside the office, Niko is passionate about traveling, skiing, sports, and community service reflecting his dedication to holistic well-being and a balanced life.
With Niko and the HWM team as your dedicated financial advisors, you can trust in a proactive partner committed to guiding you through life’s financial journey.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
800 Lowry Avenue, Jeannette, PA 15644
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to contact our office or click the blue button on our website to schedule a discovery call. We look forward to speaking with you.Offers Investment Management
Yes
About Hoffman Wealth Management, LLC
At Hoffman Wealth Management, our mission is to provide INDEPENDENT Wealth Strategies that revolve around our client’s needs by becoming their most trusted financial ally.By discussing your financial goals, your tolerance for risk and your current and future income needs we create and implement a comprehensive strategy personalized for you.
Communication will always be a priority. Keeping you up to date with your investments and the broader economic environment is our commitment to you. Our greatest satisfaction come from working with clients for many years and helping them work toward their financial dreams.
Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.
How We Work
While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
▪️ Investment management
▪️ Retirement strategies
▪️ Estate conservation
▪️ Insurance and annuity products
▪️ College Savings Plans
For more information about our firm and the services we offer, call the office, click the 'Contact Me' button above to send me an email, or the 'Book Intro Call' button to get in touch. We would welcome the opportunity to speak with you.
Education
John Carroll University, Bachelor of Business Administration, Financial Planning and Wealth Management
Hobbies and Interests
- Family
- Skiing
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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