About Us

Our Mission

At Ciampi Wealth Management, our mission is to enable individuals and families to transform their financial resources into opportunities for a secure and fulfilling life. We are committed to replacing uncertainty and complexity with confidence and clarity through personalized financial solutions. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.

Learn more

About Us

Our Mission

At Ciampi Wealth Management, our mission is to enable individuals and families to transform their financial resources into opportunities for a secure and fulfilling life. We are committed to replacing uncertainty and complexity with confidence and clarity through personalized financial solutions. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.

Learn more

Donald J. Ciampi, Sr. began preparing taxes as a second job to help support his family in 1967 as a tax preparer at H&R Block in Waterbury, Connecticut. In 1968, he started Ciampi Tax & Financial Services, LLC. His knowledge, education, and attention to detail quickly drew the attention of those looking for professional and personalized help in planning and preparing their federal and state tax returns.

Over time, Don Sr. saw that many of his tax clients also needed comprehensive wealth management guidance. To better serve those evolving needs, next-generation leader Donald Ciampi, Jr., AIF®, established Ciampi Financial Services, Inc. in 2002.

Today, Ciampi Financial Services remains deeply rooted in the community, while serving thousands of clients in 22 states and internationally. We take tremendous pride in the relationships we’ve developed and generations of families we have assisted, many of whom have been with us for over 40 years.

Donald J. Ciampi, Sr. began preparing taxes as a second job to help support his family in 1967 as a tax preparer at H&R Block in Waterbury, Connecticut. In 1968, he started Ciampi Tax & Financial Services, LLC. His knowledge, education, and attention to detail quickly drew the attention of those looking for professional and personalized help in planning and preparing their federal and state tax returns.

Over time, Don Sr. saw that many of his tax clients also needed comprehensive wealth management guidance. To better serve those evolving needs, next-generation leader Donald Ciampi, Jr., AIF®, established Ciampi Financial Services, Inc. in 2002.

Today, Ciampi Financial Services remains deeply rooted in the community, while serving thousands of clients in 22 states and internationally. We take tremendous pride in the relationships we’ve developed and generations of families we have assisted, many of whom have been with us for over 40 years.

Meet Our Team​​

Collectively, our team offers clients decades of experience across a wide range of financial
service disciplines. Beyond their advanced degrees and stellar qualifications, everyone at
Ciampi Financial Services shares our mission to offer personalized guidance and service, and 
treat every client like family, putting their goals and needs first.​

Donald Ciampi Jr., AIF® Wealth Management Advisor
Ellen Ciampi
Client Communications & Engagement
Steven Fazo, CFA
Senior Investment Advisor
Jennifer Frioni
Director, Client Services
Brandon Hartshorn
Client Services Specialist
Daniel Kopf
Financial Analyst
Tom Kushner
Chief Investment Officer

Meet Our Team​​

Collectively, our team offers clients decades of experience across a wide range of financial
service disciplines. Beyond their advanced degrees and stellar qualifications, everyone at
Ciampi Financial Services shares our mission to offer personalized guidance and service, and 
treat every client like family, putting their goals and needs first.​

Donald Ciampi Jr., AIF® Wealth Management Advisor
Ellen Ciampi
Client Communications & Engagement
Steven Fazo, CFA
Senior Investment Advisor
Jennifer Frioni
Director, Client Services
Brandon Hartshorn
Client Services Specialist
Daniel Kopf
Financial Analyst
Tom Kushner
Chief Investment Officer

Our Core Values

Every client interaction and plan we create is driven by the following values.

Family-Centered Approach

Our clients are more than customers—they’re family. We treat every client as an extension of our family, fostering trust, respect, and genuine care. By focusing on relationships, we create personalized strategies that reflect your unique values and goals.

Empowerment Through Simplicity

Financial clarity is the key to confidence. We work to remove the fear, confusion, and complexity from financial planning and investing. Through approachable guidance and education, we enable clients to make confident decisions about their wealth based on their vision of the future.

Excellence with a Personal Touch

Combining the industry’s latest technology and experience with a deeply personalized encounter, we offer the resources of a large firm with the service mindset of a small business.

Our Core Values

Family-Centered Approach

Our clients are more than customers—they’re family. We treat every client as an extension of our family, fostering trust, respect, and genuine care. By focusing on relationships, we create personalized strategies that reflect your unique values and goals.

Empowerment Through Simplicity

Financial clarity is the key to confidence. We work to remove the fear, confusion, and complexity from financial planning and investing. Through approachable guidance and education, we enable clients to make confident decisions about their wealth based on their vision of the future.

Excellence with a Personal Touch

Combining the industry’s latest technology and experience with a deeply personalized encounter, we offer the resources of a large firm with the service mindset of a small business.