Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

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, 2015-2021
  • 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.