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“He is very professional and the very best at what he does. His passion, attention to detail, forward thinking and understanding of the tax codes puts me at ease as we enter tax time. He is VERY responsive and always available to answer questions -- no matter what time of year, I highly recommend Adovasio Financial!“
“I am a Greenwich Investment Management client who has experienced strong, steady, positive returns as well as some outstanding performance over the years. The firm's investment philosophy is atypical of what you find with most managers. Cash income from investments is a significant part of the performance. What this means is that my portfolio manager does not necesarily need to sell profitable investments to genrate the funds needed to buy new investments. This helps keep my capital gains taxes low. The firm also specializes in the kinds of municipal bonds that are typically managed within a mutual fund; but because the GIM portfolios are individually managed, my experience has been that the total return is greater than a mutual fund's return. The firm caters to high-net-worth individuals, so this is not a place for someone with a small portfolio.“
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