Wealth management is about relationships.
We believe that you are an individual with unique dreams, goals and aspirations.
Our sole purpose is to help you pursue them.
The professionals at ITI Strategies provide comprehensive investment, tax and insurance planning services to individuals, families, small businesses and corporations.
We understand that the effort you devote to your family, business and personal passions may leave little time for making crucial wealth planning decisions and revisiting them, as often as necessary. By evaluating your current financial situation and, above all, understanding your objectives and aspirations, we can help you develop a thoughtful and comprehensive financial plan.
As an independent financial services firm, our only loyalty is to you. We are never pressured into using proprietary or in-house products or resources. Our diverse financial alliances enable us to bring you comprehensive strategies that align with your personal financial situation and needs.
We pride ourselves on integrity, responsiveness and attention to detail; these qualities reflect our deep commitment to you.
Please browse through our website to learn more about us. If you are seeking a trusted financial partner who places your best interests above all else, we believe you’ve come to the right place.
Effective wealth management and tax planning – across ever-changing global, market and political cycles – can be complicated to navigate. Whether it’s $250,000 or $25 million, we’re here to help you plan, protect and invest for the way you want to live.
Daniel V. Giaimo is a Certified Public Accountant, Certified Financial Planner® Practitioner and Registered Representative with LPL Financial.
With nearly 30 years of experience in the financial services industry, Dan has built a holistic practice focused on the entirety of each individual’s financial circumstances and priorities. After listening carefully to desired outcomes, he develops investment management and wealth planning strategies designed to address clients' specific, and often complex, requirements.
Dan believes passionately in the importance of relationships and knows that you are entrusting him with your family's future. He accepts that responsibility and strives to be a tireless and trusted partner who is deeply committed to helping you pursue your financial dreams.
He specializes in four main areas: investment planning & wealth management, risk management, estate planning and tax efficiency.
Dan lives in Mount Kisco with his wife, Jackie and their two adult children, Christopher and Sofia. When not relentlessly following market dynamics, his favorite place is on the golf course. He also enjoys reading classic literature and traveling with his family.
Patrick Lennon Jr. joined ITI Strategies in 2012 and is a Registered Representative with LPL Financial. He has been a Financial Advisor for over 15 years.
Pat collaborates with individuals and business owners in a client-centric manner to pursue short and intermediate goals – while at the same time safeguarding their family’s financial future. He leverages a comprehensive array of investment and insurance solutions to help clients implement a thoughtful plan that effectively puts them on a path towards achieving what matters most.
Pat’s significant experience and background with a wide range of risk management measures includes Life, Disability and Long-Term Care plans; these types of strategies can be beneficial to many of our ITI clients.
Pat currently holds his New York State Life Accident & Health Insurance License, Series 7 (General Securities Representative) through LPL Financial, Series 66 (Uniform Combined State Law Examination) through LPL Financial, and is registered in multiple states.
A resident of Putnam Valley, Pat is an accomplished tennis player, avid skier and proud Dad to his young son and daughter, James and Olivia. He is also a member of the Putnam Valley Planning Board.
Quality service is a critical component of our philosophy and way of doing business at ITI Strategies.
Since joining the firm more than a decade ago, Joanne has led our client service team and been instrumental in taking exceptional care of clients and their families; that means returning your phone calls promptly, responding to any account inquiries you may have and gladly assisting with all types of day-to-day needs.
Joanne resides in Mohegan Lake with her husband, Mark, and sons, Jason and Brandon. When she is not spending time with her family, she is busy reading books on her Kindle.
Laura has been an integral part of the ITI Strategies family of professionals since 2020. She partners closely with our advisory team and clients to facilitate onboarding, execute due diligence and provide an exceptional level of service.
She is known for her attention to detail and placing client interests at the forefront of everything she does. Laura’s previous experience in account management has made her an asset to clients and colleagues alike.
Laura resides in Cortlandt Manor with her husband, John, and their two young sons, John and Joseph. She enjoys traveling and spending time with her family.
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LOCATION 994 Main Street, Peekskill, New York 10566
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ITI Strategies Inc. are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, CT, NJ, AZ, CA, DC, DE, FL, GA, MA, MD, NC, NV, OH, PA, RI, SC, VA.