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 over 25 years of experience in the financial services industry, Dan has built a holistic practice that is focused on the entirety of each client’s financial picture. After listening carefully to desired outcomes, he develops investment management and asset allocation strategies designed to address each client’s 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 planning.
Dan lives in Mount Kisco with his wife Jackie, son Christopher, and daughter Sofia. He enjoys golfing, traveling and attending as many baseball and volleyball games starring his children as possible.
Patrick Lennon Jr. joined ITI Strategies in 2012 and is a Registered Representative with LPL Financial. Pat has been a Financial Advisor for almost 15 years.
He prides himself on working with individuals and business owners in a client-centric and collaborative 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 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.
He lives in Putnam Valley with his wife Melissa, son James, and daughter Olivia. He is an accomplished tennis player, avid skier and enjoys spending time with his family. He is also a member of the Putnam Valley Planning Board.
Thomas Confrey has been an integral part of the ITI Strategies family of professionals since 2004. He has over 30 years of experience working as a corporate auditor, financial analyst and tax specialist. In his current role at ITI Strategies, he actively assists the financial advisors to help implement their client’s personalized financial strategies with the goal of optimizing tax efficiencies.
Away from the office, Tom shares his expertise with students as an adjunct university instructor, teaching beginner and advanced courses in Accounting and Taxation.
Tom resides in New Windsor with his wife Anita. He is a life-long golf enthusiast, second only to how much he enjoys spending time with his two young grandchildren.
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.