Proprietor

"My name is Jeffrey Notaro, I own and operate an investment advisory practice for like-minded clients who agree a properly balanced investment strategy should include sound risk management."  

Jeffrey Notaro
Chief Executive Officer

Notaro Wealth Advisory

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Our Services 

 

Managing Exposure to Risk is Both Logical and Possible

Our primary task as an advisor is not only to manage our client's investments profitably but also to reduce the chance of experiencing painful drawdowns or losses. People are different, each client's personal goals and financial wherewithal are taken into account.  

My retirement is within sight and I have a built up a decent nest egg, but I don’t think I can withstand a significant bear market at this point. 

I would like to consider alternative investment strategies, but I not sure how to proceed.

I would like to expand beyond index funds but it is difficult with so many choices. 

“Two roads diverged in a wood, and I took the one less traveled... And that has made all the difference.” ― Robert Frost