Achieving your goals It starts with insightful advice

Rosemarie Dios, CFP®

Senior Vice President - Wealth Management
Wealth Advisor

Visit The Dios Katz Group

phone

631-287-5816







address

8 Main Street
Southampton, NY 11968



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

Planning for the lifestyle you want

Planning for the lifestyle you want

Creating a lasting and positive impact

Creating a lasting and positive impact