About Robert Raimondo

Bob is a graduate of Fairfield University and Boston College Law School.  He comes to Belpointe with over fifteen (15) years’ experience in wealth management and estate planning. Prior to joining Belpointe, he was with Boston South Financial Group, a financial planning firm located in Boston’s south shore and then Toftree Group, a wealth management and estate planning firm he founded ,to better service the needs of his individual clients.
Bob employs a consultative and collaborative approach, which seeks to greatly enhance the client’s experience. Bob believes that wealth management and estate planning are processes which require a true partnership between the advisor and client to optimize results. He utilizes an advanced form of tactical investment management called Trend Aggregation. Trend Aggregation is designed to offer investors better protection against bear markets than modern portfolio theory investing.
In addition to managing his own clients, Belpointe Advisors call upon Bob for the design and implementation of tax planning, wealth transfer and complex estate planning.  He has provided continuing education to CPAs and has spoken publicly on a variety of financial topics.  Bob is a member and fellow of the American Academy of Financial Management.
Bob lives in Ahwatukee, a suburb of Phoenix, AZ where he is actively involved in the community as a volunteer for local organizations, including the East Valley Estate Planning Council; the Ahwatukee Chamber of Commerce and he serves as President of the Board of Directors for Keystone Montessori.
Contact Bob  |  Tempe, AZ   
T| 480-646-3506   E| robert.raimondo@belpointe.com 

Bob Raimondo provides investment advice and financial planning to clients through Belpointe Asset Management, LLC and insurance products through Belpointe Insurance, LLC. Don’t understand the difference between investment advice, insurance sales and the sale of investment securities? Click here to learn more. Important Information: Investment advice is offered through Belpointe Asset Management, LLC. Belpointe | Disclosures