The DiNuzzo “Middle-Market Family Office” Breakthrough

The DiNuzzo “Middle-Market Family Office” Breakthrough

Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families

P. J. DiNuzzo


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  • Brings the benefits of single family offices to an entirely new demographic of middle-market business owners
  • Reveals a process through which middle-market business owners can access professionals once only available to the ultra-wealthy
  • Shares how readers can save hundreds of thousands of dollars in tax obligations
  • Exposes the truth about how middle-market business owners are being underserved and taken advantage of by salespeople disguised as professionals
  • Shows readers how they can access the best-of-the-best professionals without having to pay huge hourly fees, instead only having to pay when they receive much more value in return
  • Introduces several financial, tax, business, risk management, foundational health, biohacking, and even more options now available to middle-market business owners through the structure created by P. J. DiNuzzo


P. J. DiNuzzo:

P. J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for DiNuzzo Private Wealth, Inc./DiNuzzo Family Office/DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and manages $929 million in assets under management as of December 31, 2021. 

P. J. has earned numerous designations, including the distinguished Personal Financial Specialist (PFS™) designation and the Accredited Investment Fiduciary® (AIF®) designation. He is also the author of the book, The Seven Keys to Investing Success (Lioncrest Publishing, 2020) and P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, The Lange Money Hour radio show with Jim Lange, and The TV. He currently resides in Pittsburgh, PA.