Domani Wealth


Domani Wealth Welcomes Manager of Tax Planning

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We’re proud to announce the hire of Joe Marmorato as Domani Wealth’s Manager of Tax Planning.

Joe has nearly ten years of experience working directly with high-net-worth individuals and businesses on tax planning and advice. He has significant experience in tax research and analysis. At Domani, he collaborates with the investment management team to assist with tax efficiencies in client portfolios. He will be leading the education of the company’s wealth advisor team on new tax legislation and proposals. Joe is also responsible for the firm’s internal tax training of team members. Marmorato is involved in financial planning for clients, including retirement, estate, trust, and gift planning.

“Joe is an asset to our firm and clients as so much of what we do with financial planning and managing portfolios include considering all aspects of tax,” said Angie Stephenson, COO and senior wealth advisor. “His knowledge of tax will be instrumental in helping to provide in-depth planning to our clients.”

Joe has a bachelor’s degree from Quinnipiac University and is a Certified Public Accountant. Throughout his career, he has assisted clients in achieving their financial goals with his deep understanding of tax laws and planning. He enjoys tax research and reviewing complex tax scenarios, making him a great fit for the Manager of Tax Planning role.


Important Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.


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