John P. Cito CDFA

Since 1986 Cito Capital Advisors, LLC., has been dedicated to the "financial planning process": helping successful individuals achieve perspective with vision and discipline while reaching consensus amongst their other advisors. The result is a fully integrated and comprehensive look at a client's financial affairs, well-defined objectives, and mutually agreed upon plans leading to foreseeable, more successful outcomes. Our philosophy is that an advisor should provide personal CFO services, with a technical focus on coordinating investment strategy, asset allocation and manager selection. Our holistic "total balance sheet" approach is the hallmark of our value proposition. We integrate life planning with financial planning so our clients can experience the maximum benefits of their hard work. Our goal is to increase your probability of leading a life that is filled with prosperity - the kind that is measured more by personal happiness than merely by currency. Often, our role involves coaching clients so they gain clarity around their intention and purpose for utilizing wealth. This serves as the basis for our advice around the technical aspects of wealth management - insurance, investments, estate planning and tax planning. In addition, many clients rely on us to help maintain family harmony by facilitating family meetings, prepare heirs for wealth transfers, and serve as an intermediary to bridge gaps between generational thinking.