Team profile

Your investment strategies

Are you looking for a solid, yet strategic investment strategy that can help to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance

Awards & recognition

  • Bob DiDonato, Ameriprise Circle of Success, 2015-2020
  • Bob DiDonato, Five Star Wealth Manager, 2013-2021
  • Ann Massaro DiDonato, Five Star Wealth Manager, 2017-2021

Community participation

  • Bob stays involved with The Women's Center, a not-for-profit providing safety, shelter, and support to victims of domestic violence. He served on their Board for over 6 years. Bob also actively supports the MACC Fund, Toys for Tots, I Back Jack, and Children's Hospital of Wisconsin.
  • The Rotary Club of Cedarburg Grafton is organizing the Rotary Ride – Cycling To Serve to build fellowship and to raise funds for technical scholarships and community projects. Proceeds will also support hometown charities. We are proud to support the event through sponsorship and participation in the 10-mile trail ride. For more information click the link below.