TDA Wealth Management is an independent, fee-based financial planning and wealth management firm. We take a confidential, consultative approach with our clients to organize and implement strategies that also coordinate with their personal wealth management goals. Most of our clients have very competent advisors, however, they lack coordination in their existing planning. We look at our clients' full financial picture on a cross-disciplinary basis which allows us to identify both coordination gaps as well as planning opportunities. Acting as your fiduciary, we put your needs first.


Helping our clients pursue their financial goals is our highest priority. Independence is a key component of our core philosophy allowing us to provide each client with customized services to address their specific, complex financial planning needs. By delivering personalized plans with a boutique experience, we effectively serve the needs of our most complex clients.

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Needham Office | 105 Chestnut Street, Suite 10, Needham, MA 02492 | (781) 449-3346

Cape Cod Office | 258 Main Street, Suite A-1, Buzzards Bay, MA 02532 | (508) 759-6761

This is a solicitation for RIA services only. Ryan Damaso and Cassidy King are registered advisors of Integrated Financial Partners. Investment advice offered through Integrated Financial Partners, doing business as TDA Wealth Management, a registered investment advisor. Jill Treeful and Michael Aniceto are solicitors to Integrated, compensated for solicitor services. Jill Treeful and
Michael Aniceto do not provide investment advice. Jill Treeful and Michael Aniceto are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement

Click on the link for a copy of the Client Relationship Summary.