Tremonte Financial Consultants

TreMonte Financial Consultants, LLC, founded in November 2018, is led by Derek Dall’Olmo, a Certified Financial Planner (CFP®) with a Bachelor of Science in Anthropology/Zoology from the University of Michigan. Dall’Olmo has over 15 years of experience in the financial industry, previously working at Ameriprise Financial Services, Inc. The firm operates under a fiduciary standard of care, ensuring that clients' best interests are prioritized. TreMonte Financial Consultants, LLC requires no minimum initial investment and charges fees for advisory services. Dall’Olmo is the Managing Member, Chief Compliance Officer, and Investment Adviser Representative of the firm. Clients have full investment discretion, allowing them control over their portfolios. Dall’Olmo also owns TreMonte Tax Solutions, LLC, offering tax planning and preparation services independently from financial advisory services. Dall’Olmo has no disciplinary events in his professional history. He does not receive additional compensation beyond advisory fees and is solely responsible for compliance and supervision within the firm. Dall’Olmo has a clean record with no involvement in arbitration claims, civil, self-regulatory, or administrative proceedings, or bankruptcy petitions. Clients can engage the firm or its affiliate for tax and accounting services, with no obligation to do so.