About
As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!
Our Expertise
At DiMatteo Group Financial Services, our team possesses extensive expertise in financial planning, investment management, and retirement solutions. We leverage our in-depth knowledge and experience to create customized financial plans that align with our clients' goals and aspirations.
Our Commitment to Results
At DiMatteo Group Financial Services, we are dedicated to delivering tangible results and adding value to our clients' financial well-being. Our commitment to excellence and continuous improvement drives us to go above and beyond to help our clients achieve their financial objectives.
Our Philosophy
Our philosophy at DiMatteo Group Financial Services is centered around building lasting relationships with our clients and fostering trust through transparency and integrity. We believe in a client-centric approach, where understanding individual needs and delivering personalized financial solutions are at the core of everything we do.
Our Experience
With years of experience in the financial services industry, DiMatteo Group Financial Services has successfully guided numerous clients towards financial security and prosperity. Our seasoned professionals bring a wealth of knowledge and insights to address a wide range of financial needs.
Meet the DiMatteo Group Team
Get to know the dedicated professionals who drive the success of DiMatteo Group Financial Services.
Sarah Hargreaves
Platform Manager, Investment Management and Research
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Provides advanced technical, consultative, and platform-based support on a variety of topics to advisors and clients, particularly as it relates to Commonwealth’s Preferred Portfolio Services® (PPS) Select program.
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Holds the FINRA Series 7 and 66 securities registrations
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Earned a degree from Elon University
Phone: 203-924-5420
​David Haughton, JD
Team Lead, Advanced Planning
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Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
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Earned a bachelor’s degree from the University of Massachusetts and a JD from the Massachusetts School of Law
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Is admitted to the Commonwealth of Massachusetts bar and the State of New Hampshire bar
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Was a practicing estate planning attorney
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Certified Private Wealth Advisor® (CPWA) practitioner
Phone: 203-924-5420
Maureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant
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Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning
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Holds the FINRA Series 7, as well as the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations
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Earned an MBA from Plymouth State University
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Has prior experience as an assistant vice president of advanced sales and sales development at Lincoln Financial Group; has also worked at Western and Southern Financial Group, Lafayette Life Insurance Company, and Jefferson Pilot Insurance Company
Phone: 203-924-5420
