Dial Square Private Wealth is proud to announce the launch of its new independent advisory firm.
Based in Irvine, California, Dial Square Private Wealth is a planning-driven firm that provides objective advice, complete wealth management solutions, and highly personal service to help each client protect family wealth, empower their financial journey, and shape a meaningful legacy for future generations.
The firm is led by founders Jim Chiate and Tony Guinane, CFP®, CRPC® who have worked together for over two decades at UBS (Wise River Advisors) and Merrill Lynch, and who have been recognized as part of Barron’s Top 250 Private Wealth Management Teams, 2025; Forbes America’s Top Wealth Management Teams (Private Wealth & High-Net Worth), 2022, 2023, 2024; Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025; and Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025.
The partners are joined by Owen Galasso III, a professional with over 25 years of financial experience who will serve as Vice President, Registered Operations Manager, and Nazgol Nekoomaram, a client services specialist with over a decade in the industry who will serve as Vice President, Wealth Associate.
“We created Dial Square Private Wealth as an independent firm to bring a new world of value to our clients by combining decades of experience, a fiduciary mindset, and advanced solutions and technologies,” said Jim Chiate. “We are a team driven by purpose and principles—and we are on a mission to help clients enjoy their life, build multi-generational wealth and leave a timeless legacy.”
Dial Square works with wealth creators who are looking to protect the assets they have already built, as well as clients on the rise who want to grow wealth and achieve new heights through a disciplined approach. To do so, the firm takes a proactive, learning-based approach to fully understand the unique and evolving needs and dreams of clients. It then aligns comprehensive and tailored services to pursue their goals and protect their best interests, including financial planning, investment management, retirement planning, tax planning, estate planning, and philanthropic strategies.
“We believe the more we learn, the better we can help clients navigate change, make smart decisions without stress, and optimize their most valuable asset: time,” said Tony Guinane. “That is why we center our planning around one question: What’s New – what’s new in the client’s world, the marketplace, technology, and the wealth industry. In effect, learning what’s new today to guide what’s next in their journey.”
Dial Square Private Wealth is supported by trusted resources, including Sanctuary Wealth, an industry-leading platform for independent advisors that offers an array of technology, infrastructure support, investment vehicles, and unique opportunities. The firm has selected Goldman Sachs and Charles Schwab & Co., Inc. as their trusted custodians to ensure the safety of clients’ assets.
