A Fee-Only Registered Investment Advisor & Fiduciary

Jupiter, Florida

Through active investing, personalized financial planning, and tactical positioning, we implement our mission: helping clients preserve, manage and compound wealth.

We are passionately dedicated to serving the specialized needs of affluent business owners, families, corporate executives, and retirees.

After working so hard to acquire significant wealth, your assets not only need to work for you, they need to align with the lifestyle you worked so hard to enjoy.

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Jupiter marina night skyline near Jupiter Island FL - DDIMG Private Wealth Management and Fiduciary Services

Kitesurfing at Juno Beach near Juno Beach Pier - DDIMG Private Wealth Management and Financial Planning

Cranmore Mountain summit winter scenic view North conway NH - DDIMG Private Wealth Management, Fiduciary Services and Financial Planning

DuBois Park aerial view at Jupiter Inlet - DDIMG Private Wealth Manager, Financial Planner offering Fiduciary Services

Coastal Maine harbor schooner sailboat at Twilight - DDIMG Private Wealth Management and Fiduciary Services

Downtown West Palm Beach skyline waterfront view - DDIMG Private Wealth Management and Fiduciary offering Financial Planning services

Envestnet MoneyGuidePro goal-based financial planning software used by Donald Daniels at DDIMG Private Wealth Management in Jupiter Florida

Fee-only RIA fiduciary wealth advisory and asset management services - DDIMG Jupiter FL — **EXPERIENCE**

More than 40 years of combined experience informs the perspective and disciplined guidance we bring to every client relationship.

What We Do

Sailboat cutting through ocean waves, representing DDIMG strategic wealth management and 14-point Macro Risk Framework — **investment process**

DDIMG's **14-Point Macro Risk Framework** monitors leading and coincident indicators across financial conditions, credit markets, interest rates, economic activity, and consumer health to identify shifts in systemic risk.

Our Investment Approach

Person walking along a scenic redwood forest path, representing long-term wealth management and fiduciary guidance with DDIMG and Donald Daniels — **OUR TEAM**

Meet the wealth managers behind DDIMG, bringing decades of experience and a personal approach to managing and preserving client wealth.

Meet The Team

Contact

DDIMG - CRD#301456

Jupiter Office: (561)-972-7797

Fax: (561)-972-7733

donald.daniels@ddimg.org

1080 E Indiantown Rd Suite 200 Jupiter, FL 33477

This website was created by Daniels D’Amelio Investment Management Group LLC and reflects our current opinions. These opinions may change any time without notice. This information does not constitute a solicitation or an offer to buy or sell any security. All client assets are custodied at Charles Schwab Institutional. Daniels D’Amelio Investment Management Group does not give tax or legal advice. Securities recommended by Daniels D’Amelio Investment Management Group are not FDIC insured, are not guaranteed and may lose value. Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Daniels D’Amelio Investment Management Group, LLC (“DDIMG”).