MossAdams - Dominic Cellitti

Industry Expertise

Private Clients

Practice Focus

Estate Tax Planning Family Office Financial Planning Institutional Wealth Management Investments Stock Option Planning Succession Planning

Biography

Dominic has provided financial planning solutions and investment advice to his clients since 2013. Primarily serving closely held businesses, executives, and families, he helps them prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.

Professional Affiliations

Committee Member, Moss Adams Investment Committee

Education

BS, marketing, Fairfield University
MBA, Seattle University
MSF, Seattle University

Insights from Dominic Cellitti

Decoding the Alternatives Toolkit: Opportunities in Private Credit

Explore private credit, including why it may offer diverse opportunities, its potential benefits, and its role in a broader asset allocation.

Tax Planning Strategies for Individuals

Explore personal tax planning and wealth management considerations for tax year 2024 and beyond.

Investor Insights: The Election, A Fed Rate Cut, and a Big Week in the Market

Gain insights into how federal elections, interest rate cuts and other currents events are impacting the investment landscape.

Investing Insights: Macro and Markets

Get the guidance you need to navigate the upcoming markets shifts and have your investment strategies in place.

How to Prepare for Potential Federal Reserve Interest Rate Cuts

Gain insights into how to prepare your investment portfolio as the Federal Reserve eyes potential rate cuts.

Embrace Election Year Uncertainty: Insights to Quell Investor Fears

Gain insights into election year investment risks and concerns, historical returns, and what they mean for investors.

Investing Insights: Macro and Markets

Make the most of the current economic environment: explore potential opportunities, understand trends, and more.

Investing Insights: Macro and Markets

Explore investment considerations in the current environment and get answers to top investor questions.

Seizing Potential Opportunities in Bonds: Higher Yields and Tax Efficiency

Higher interest rates may result in reasons to add bonds back into your portfolio

What to Know About Private Investments

Investing in private equity, private credit, and real assets can diversify a portfolio but come with potential risks you should know

Investing Insights: Macro and Markets

Explore key topics impacting investors, major market events of 2023, and the economic landscape looking into 2024.