As the President and Founder of Integrity Point Advisors, I have dedicated my career to helping individuals and families build secure financial futures. With over a decade of experience in the financial industry, I specialize in guiding pre-retirees through the intricate process of retirement income planning, ensuring their 401(k)s and other investments generate lasting income.
My career began after earning a Bachelor of Science in Business Administration from William Paterson University. Since then, I've held key positions at leading financial institutions like Merrill Lynch, Citi Personal Wealth Management, and TD Ameritrade, where I managed over $700 million in client relationships. These experiences have equipped me with the knowledge and expertise to create customized financial strategies that adapt to my clients' unique goals, circumstances, and life stages.
At Integrity Point Advisors, I act in the capacity of a fiduciary. This means that I am legally and ethically bound to put your interests first-always. Unlike many financial firms, we do not sell any products. Our sole focus is on providing unbiased, tailored advice to help you achieve financial security. I believe in transparency and integrity, ensuring that every decision is made with your best interests at heart.
My approach is entirely client-centric. I work closely with each of my clients to craft personalized, flexible financial strategies that evolve as their life and goals change. Whether you're looking to maximize your retirement savings, minimize taxes, or pass on wealth to your heirs, my mission is to ensure that your financial choices align with your personal values and long-term vision.
When you partner with me, you're not just getting a financial advisor - you're gaining a trusted advocate who is committed to helping you achieve financial peace of mind without any hidden agendas or conflicts of interest. We break away from the traditional sales-driven model to provide advice rooted in integrity and trust.
Outside of work, I live in Kings Park, NY, with my wife Diamantina and our two children, Stelio and Nia. When I'm not working to help clients achieve their financial goals, you can find me playing the guitar or staying active through bodybuilding, biking, running, and hiking. I believe that just like staying physically fit, maintaining financial health requires discipline and a well-structured plan.
I look forward to the opportunity to work with you, helping you navigate your financial journey with confidence and clarity.
About Integrity Point Advisors
Welcome to Integrity Point Advisors, where your financial future is our foremost priority. We are proud to be part of Gladstone Wealth Partners, which has over $20 billion in assets under management. Founded on principles of integrity, commitment, and professional excellence, we have dedicated ourselves to becoming not just financial advisors, but trusted partners in the intricate journey of wealth management.
Who We Are
At Integrity Point Advisors, we believe in a holistic approach to financial planning. Our team comprises seasoned professionals with years of experience in the financial sector, committed to understanding your unique circumstances, aspirations, and challenges. We aim to provide a personalized roadmap, ensuring that your financial decisions align with your life goals.
Fiduciary Commitment
At the heart of our approach lies a firm commitment to you. As fiduciary advisors, we're bound by integrity and transparency. We don't have products to sell our sole aim is to carve out the optimal financial strategies tailored for you, leveraging the finest tools and investments the market has to offer.
Breaking the Traditional Mold
Our origin story is one of rebellion against the status quo. We founded this firm as an escape from the major financial institutions, where sales pitches often overshadow genuine advice. We chose to step away from the pressures of promoting proprietary products and services, ensuring our advice remains unadulterated and truly in your best interest.
Building Lifelong Partnerships
Our pride lies not just in the quality of our advice, but also in the enduring relationships we've built with our clients. By partnering with us, you're joining a family that prioritizes trust, mutual respect, and a shared vision for your financial future.
General Information |
| Firm Start Year: | 2024 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | Gladstone Wealth Partners |
| Name of Custodial Firm: | Fidelity Investments |
| Number of Years with Current Firm: | 2 |
| Work Experience: |
Dino Pagiazitis has been in the financial services industry since September 2007, amassing over 18 years of experience guiding individuals and families toward achieving their financial goals. Over the course of his career, Dino has worked with renowned institutions, gaining extensive expertise in portfolio management, retirement planning, and tax-efficient strategies. Dino's journey began with foundational roles at firms such as Garden State Securities and J.P. Turner & Company, where he developed his skills in investment strategies and client relationship management. He then spent over seven years at Merrill Lynch, Pierce, Fenner & Smith, where he honed his expertise in delivering comprehensive financial solutions tailored to the unique needs of his clients. From 2015 to 2017, Dino advanced his career at Citigroup Global Markets, offering customized wealth management strategies while prioritizing client success. His tenure at TD Ameritrade from 2017 to 2021 included roles as both a broker and investment advisor, where he provided actionable advice to clients across diverse financial situations. Most recently, Dino was with Bridgeway Wealth Partners, serving as an Investment Advisor Representative, before founding Integrity Point Advisors. As the President and Founder, Dino now focuses on delivering fiduciary-driven, client-first financial advisory services. He leverages his extensive experience to help clients navigate the complexities of financial planning and investing, ensuring their portfolios are aligned with their long-term goals. Dino's client-centric approach, combined with his years of experience at top financial institutions, ensures that every client receives personalized, high-quality advice they can trust. Whether you're planning for retirement, managing investments, or seeking tax-efficient strategies, Dino is committed to helping you achieve financial confidence and peace of mind. |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning |
Services |
| Investment Types: | Alternative Investments, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds, Bonds |
| Can meet clients in the following ways: | Email, Your Office, Phone, Video Conference, Our Offices, Your Home, Our Office |
Firm Information |
| Advisor's Number of Clients: | 42 |
| Advisor's Number of Managed Clients: | 42 |
| Advisor's Number of Planning Clients: | 42 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Business Management | William Paterson University 09/01/2001-06/29/2006 |
Financial Services |
| Financial Planning for Businesses
We specialize in providing financial planning solutions for businesses of all sizes. From employee benefit plans and retirement solutions to tax planning and succession strategies, we help business owners optimize their finances, improve cash flow, and prepare for future growth. Our business financial planning services ensure that your company remains financially strong and competitive in the long run. |
| Financial Planning for Individuals
For individuals seeking personalized financial guidance, we offer tailored planning services that consider your personal goals, risk tolerance, and life circumstances. Whether you're starting your career, growing your family, or nearing retirement, we work with you to create a plan that balances your current financial situation with your long-term objectives. |
| Financial Advice & Consulting
Whether you need a one-time consultation or ongoing financial advice, we offer personalized consulting services that address your unique questions and concerns. From evaluating new investment opportunities to reviewing your current financial strategy, we provide expert guidance to help you make sound financial decisions with confidence. |
| Portfolio Management
We offer tailored portfolio management services that are designed to align with your unique goals, risk tolerance, and time horizon. Our fiduciary commitment ensures that your portfolio is constructed with your best interests in mind, utilizing a diversified mix of assets to maximize growth while managing risk. We continuously monitor and adjust your portfolio as market conditions and your personal circumstances evolve, ensuring your investments remain on track to meet your objectives. |
| Retirement Planning
Retirement planning is a cornerstone of our practice. We work closely with pre-retirees to develop strategies that ensure a smooth transition into retirement and create sustainable income streams that last throughout retirement. Whether through optimizing your 401(k), IRA, or other retirement accounts, we help you build a plan that provides financial security and peace of mind in your golden years. |
| 401K Rollovers
If you're changing jobs or retiring, we can help you roll over your 401(k) into an individual retirement account (IRA) or another retirement vehicle that better aligns with your overall strategy. Our 401(k) rollover services are designed to simplify the process, avoid tax penalties, and provide you with greater control and investment options to grow your retirement savings efficiently. |
| Insurance Planning
As part of our risk management services, we offer guidance on selecting insurance products and annuities that protect your financial security. Whether it's life insurance, long-term care insurance, or annuities that provide guaranteed income in retirement, we help you choose the products that best align with your needs without any conflicts of interest, as we dont sell products directly. |
| Annuities
As part of our risk management services, we offer guidance on selecting insurance products and annuities that protect your financial security. Whether it's life insurance, long-term care insurance, or annuities that provide guaranteed income in retirement, we help you choose the products that best align with your needs without any conflicts of interest, as we dont sell products directly. |
| Estate Planning & Trusts
Our estate planning services help you structure your assets in a way that provides for your loved ones and minimizes taxes. Whether through trusts, wills, or other estate planning vehicles, we work with you to ensure that your wealth is passed on according to your wishes. Our estate planning strategies are designed to protect your legacy and provide for future generations. |
| Tax Advice and Services
We ensure that your financial plan is tax-efficient. Our strategies are designed to help you preserve more of your wealth and comply with current tax regulations, ultimately contributing to your overall financial success. |
| Education Funding and Planning
We understand that funding your children's education is a top priority for many families. We help you explore tax-advantaged savings options such as 529 plans, Coverdell accounts, and other investment vehicles that can grow your education savings efficiently. Our education funding and planning services ensure that youre financially prepared to provide for your childrens academic future without compromising your retirement goals. |
| Investment Advice & Management
Our investment advice and management services are designed to help you achieve your financial goals through a disciplined approach to investing. We build customized portfolios that align with your risk tolerance, time horizon, and financial objectives. By leveraging our expertise in market trends and investment vehicles, we provide strategies that seek to maximize returns while mitigating risk. |
| Wealth Management
Our wealth management services provide high-net-worth individuals and families with personalized strategies to grow, preserve, and transfer wealth. We integrate investment management, tax planning, estate planning, and risk management into a cohesive plan that reflects your values and long-term goals. Our goal is to help you achieve financial security while leaving a lasting legacy for future generations. |
| Risk Management
Protecting your wealth is just as important as growing it. Our risk management services focus on identifying potential threats to your financial health, including market volatility, economic downturns, and unforeseen life events. We implement strategies such as diversification, insurance, and contingency planning to mitigate risks and safeguard your assets. |
| Money Management
We offer expert money management services to help you make informed decisions about how to best allocate your resources. From cash flow analysis and budgeting to debt management and expense planning, we ensure your finances are optimized to meet your immediate needs while preparing for future growth. By managing your money wisely, we aim to enhance your financial independence and stability. |
FAQs |
Why should I choose you as my financial advisor?You should choose me as your financial advisor because I bring over 18 years of experience and a commitment to providing personalized, client-focused advice. As the Founder of Integrity Point Advisors, I work as a fiduciary, meaning your best interests always come first. Unlike large firms with revolving personnel, I am your dedicated advisor, offering direct access to my personal phone number and responsive service. My approach is rooted in integrity, transparency, and tailored strategies designed to align with your unique financial goals. Whether you're planning for retirement, managing investments, or looking for tax-efficient strategies, I bring the expertise, reliability, and personalized attention necessary to help you achieve long-term financial success. |
What are your qualifications? What is your education background?Dino Pagiazitis is a seasoned financial advisor with over 18 years of experience in the financial services industry. He has worked with prominent institutions such as Merrill Lynch, Citigroup Global Markets, and TD Ameritrade, where he gained extensive expertise in portfolio management, retirement planning, and tax-efficient investment strategies. Dino is committed to serving clients as a fiduciary, ensuring their best interests are always the priority. His deep understanding of financial markets, coupled with his personalized approach, empowers clients to make informed decisions about their wealth. Dino holds a Bachelor's degree in Business Management from William Paterson University. His education provided a strong foundation in financial analysis, strategic planning, and leadership, which he has applied throughout his career to help clients achieve their financial goals. |
How do you charge for your services?I charge for my services through a transparent, fee-based structure. This includes: Assets Under Management (AUM): A percentage of the assets I manage for you, providing ongoing investment management and financial planning. Fixed Fees: A set dollar amount paid in advance for a specific number of prepaid financial planning hours, ideal for clients with targeted needs. There are no additional trade fees, platform fees, or custody fees. All costs are clearly outlined during our initial consultation, ensuring complete transparency and alignment with your goals. |
How are you compensated? How will I pay for your services?I am compensated through a fee-based structure. This includes either a percentage of assets under management (AUM) for ongoing investment management or a fixed dollar amount paid in advance for a specific number of prepaid financial planning hours. There are no additional trade fees, platform fees, or custody fees. All costs are transparent and outlined clearly during our initial consultation. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?We provide discretionary management, meaning we make investment decisions on your behalf to manage your portfolio efficiently. However, if requested, we will make a best-efforts basis to discuss any changes in advance. This ensures a balance between proactive management and keeping you informed. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Investment advice offered through Integrity Point Partners, a doing business name for Gladstone Wealth Partners, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information described herein is not meant to be a substitute for legal, accounting, or tax advice. Additional information about Gladstone Wealth Partners and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at www.adviserinfo.sec.gov. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Most of our client consultations take place via Zoom for convenience, but we're always happy to arrange in-person meetings for those located nearby. |
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