Business Description
At Dignitas, we understand the complexity of wealth and the dynamics of life. It is a multi-faceted perspective - one which we see from all angles. It takes a dynamic assessment and a pro-active strategy to optimize this concert, Dignitas helps preserve and grow wealth while simplifying life's orchestra.
General Information Gender:    Male CRD#:    150969 Name of Custodial Firm:    Fidelity Investments States Licensed in:    IL Years of Experience in Financial Services:    10 Number of Years with Current Firm:    1 I work with the following types of clients:    Non-Profit Organizations, Individual Investors Foreign Languages Serviced:    Spanish
Services Investment Types:    Insurance, Bonds, Stocks, Annuities, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Certified Investment Management Analyst (CIMA®) Securities Licenses:    Series 66 Insurance and Annuity Licenses:    Health, Life, Annuity, Disability Financial Organization Memberships:    Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA)
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes
Compliance Registered Investment Advisor:    Yes Registered Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-only financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $500,000 Compensation Methods:    Flat Fee, Hourly, Based on Assets
Prepared By:	Nicholas Delgado, CFP®

Frequently Asked Questions

Q.	Do you have a customer satisfaction or refund policy?

Q.	What are your qualifications? What is your education background?

Q.	What services do you offer?

Q.	How are you compensated? How will I pay for your services?

Q.	Have you ever been charged with any breaches?

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Q.	Do you have a customer satisfaction or refund policy?
Yes

Q.	What are your qualifications? What is your education background?
Dignitas' Chief Wealth Officer, Nicholas Delgado, has numerous certifications including Certified Financial Planner (CFP) and Charter Retirement Planning Counselor (CRPC). Mr. Delgado also studied at the Wharton School of Business, where he earned his Certified Investment Management Analyst (CIMA) designation. Ms. Caldero, the other firm Principal, holds her MBA from Harvard Business School.

Q.	What services do you offer?
As a multi-family office, Dignitas has a unique offering for families consisting of the following services: wealth strategies (including asset management and financial planning), family office, and life management. Our Principals have been recognized for excellence in the areas of asset management and strategies surrounding illiquid assets, such as real estate and closely held businesses.

Q.	How are you compensated? How will I pay for your services?
Dignitas is a fee only multi-family office. The only revenue that our firm generates comes directly from our members. We have customizable fee schedules for our member families based on the following service offering: asset management/financial planning/family office

Q.	Have you ever been charged with any breaches?
No, Dignitas Principals have exemplary compliance track records from their respective industries.