Alex DiMartini, CIMA®, CPWA®, RMA®
Managing Partner of Soundview and Imperity Founding Partner
Alexander DiMartini, Founder and Managing Director of SoundView Wealth Management, LLC, is a financial advisor specializing in risk management, non-qualified deferred compensation, 401(k) investing, and personal investment.
Alex has a particular focus on working with high net worth individuals, including immigrants and natives to wealth. He helps them navigate the complexities of managing and preserving significant wealth, with a special emphasis on wealth continuity and fostering family unity across generations. Alex also serves the next generation of high net worth families, ensuring they are well-prepared to steward their family’s legacy and wealth.
Alex believes that managing expectations is the first step in managing wealth, and he excels at helping clients understand the difference between wants and needs. He specializes in managing diversified portfolios, both qualified and non-qualified. His approach to wealth management includes open dialogue with clients to uncover goals and determine risk tolerance.
Communication is a key strategy at SoundView. Alex brings over 25 years of experience in the financial industry to every client encounter. His career includes 13 years at UBS Financial, where he was known for providing outstanding customer service. He prides himself on his accessibility to clients.
The father of two daughters, Alex is a seasoned hockey player and a three-time participant in the New York City Marathon.
"I believe my practice has improved greatly since attending the CIMA program. I’m now able to demystify portfolio management by better setting client expectations and moderating their behavior through financial education."
Alex participated in the CIMA® Certification Exam Prep Workshop from Chicago Booth. Alex appreciated how it prepared him for the CIMA® Certification exam and how it has enhanced his professional growth, ultimately helping him better serve his clients.
Our partnership with Imperity.
Imperity is working to write the next chapter of the financial industry, helping advisors like us serve with purpose and deliver massive value to our clients. Imperity offers added support to help us cultivate relationships with our clients, grow our practice, and support everything on our to-do list that might pull our attention away from serving your needs.
Douglas A. DiDominica
Imperity Founding Partner
Since he began his career, Doug has coached and helped launch hundreds of financial professionals’ practices. His inspiration for Imperity was to continue that tradition while providing fellow advisors with a partner firm that could support their need for independence while still providing the culture, coaching, and camaraderie that is so often missing after an advisor chooses an independent path for their business.
Doug’s experience as a financial advisor, team leader, and entrepreneur enables him to serve the unique needs of business owners and has given him a deep understanding of the trials and tribulations his clients face. He’s energized by the opportunity to help these fellow entrepreneurs, who, like his father, strive to create a better life for their families, executives, and employees.
Joseph W. Principe, AIF®, CLF®
Imperity Founding Partner
Joe earned a degree at Hofstra University and earned numerous industry designations and certifications while building a tech consultancy business. Despite his early success, Joe felt a calling to help others on a deeper level. Seeing an opportunity to apply the engineering skills he had mastered to a field that would allow him to help fellow entrepreneurs and their families on a far greater scale, he followed his father’s example and made the bold decision to pursue a career in financial services.
Nearly two decades after entering the financial services field, beginning with an independent broker-dealer and continuing through more than 15 years of operational and sales leadership of a Fortune 500 firm’s New York City-based team, Joe has helped hundreds of clients and colleagues achieve their financial and professional goals. As a founding partner of Imperity, he approaches each day with a singular mission: to help his clients and colleagues live that same principle he learned from his parents so many years ago, and to control what they can – their future.
Let’s explore your future.
When you’re ready to discuss your priorities for today along with your goals for tomorrow, Soundview Wealth Management is ready to listen.