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WELCOME TO TRASATTI WEALTH PLANNING

Trasatti Wealth Planning has been advising individuals, families, and small business owners since 2004

We are an Independent Registered Investment Advisor specializing in Comprehensive Financial Planning and Professional Wealth Management and are Fee-Only Advisors (We do not receive commissions).

SERVICES

Trasatti Wealth Planning specializes in two broad types of advisory services, Comprehensive Financial Planning and Professional Investment Management. 

 

Comprehensive Financial Planning

Comprehensive Financial Planning is a disciplined process of organizing and managing all aspects of your financial life in order to meet your financial objectives. It helps you create a roadmap to guide you through your financial life. As your needs and situations change over time, adjusting your planning strategies enables you to stay on track through goal-oriented results. The typical areas of financial planning include:

  • Asset Allocation Analysis
  • Investment Selection Analysis
  • Retirement Planning
  • Net Worth Analysis
  • Cash Flow Analysis
  • Risk Management
  • Estate Planning
  • Education Planning
  • Tax Planning
  • Other related financial areas depending on your unique circumstances

Wealth Management

Wealth management is the professional management of assets using various securities that are designed to provide an investor with a portfolio that meets their risk levels and their financial objectives. Each portfolio designed for our clients is custom tailored. We work together to develop an Investment Policy Statement that provides general guidelines as to how we will allocate your assets among various assets classes, investment selections, and other unique requirements or restrictions you may have.

CLIENT LOGINS

Access to your accounts and the latest account value/holdings

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Net Exchange

 

Access to your Client Web Portal for quarterly reports, account forms, and to upload your documents

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Client Web Portal

 

WHO WE ARE

Gabriel Trasatti, CPA/PFS Photo

Gabriel Trasatti, CPA/PFS

Personal Financial Specialist

After completing his accounting degree at James Madison University, Gabe began his career in Washington, D.C. as an auditor with PricewaterhouseCoopers, LLP. He transferred to Baltimore, MD, where he specialized in auditing a variety of mutual funds. This experience gave him a unique insight into the inner workings of the mutual fund industry. After several years with PricewaterhouseCoopers LLP, Gabe left public accounting to pursue a career in financial planning. The driving force behind this move was his desire to meet with families one-on-one and be part of their circle of trusted advisors.

Gabe joined the Financial & Estate Planning team of Legg Mason (now part of Morgan Stanley Smith Barney) as a financial planner in 2000. He worked with Legg Mason’s advisors and their affluent clients to provide comprehensive financial and estate planning advice. In 2002, Gabe was asked to train and manage this Legg Mason team of CPAs, CFPs, and trust and estate attorneys, as well as serve as a Senior Financial Planner.

In late 2004, Gabe left Legg Mason to start Trasatti Wealth Planning, LLC, a comprehensive financial planning and wealth management firm. He is a Personal Financial Specialist (PFS), Investment Advisor Representative, and Certified Public Accountant (CPA). Gabe is a member of National Association of Personal Financial Advisors (NAPFA) and the American Institute of CPAs (AICPA).

AFFILIATIONS

NAPFA

The National Association of Personal Financial Advisors (NAPFA) is proud to have a membership of financial planning professionals who are committed to the highest of professional standards and principles. Members strive to be the:

  • Standard Bearer for the Profession
  • Champion for the Public
  • Beacon for Objective Financial Advice

Learn more about The Power of Trust today by visiting www.NAPFA.org. View our short video or Download a Short Presentation

 

CPA/PFS

Clients have needs that cause them to be concerned for the future and are uncertain whom they can trust for advice. Both as CPAs and as financial planners, CPA/PFS credential holders are well positioned to help their clients address these needs in an unbiased and knowledgeable manner. As a result of working with a CPA/PFS and following an objective plan, clients can be more confident in realizing their financial goals. To learn more, View Our Video


AICPA

Founded in 1887, the AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.

The AICPA’s founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest.


 

FEE ONLY

FeeOnlyNetwork.com is a partnership with The National Association of Personal Financial Advisors.

FIDUCIARY OATH

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

 

CONTACT

Address

1997 Annapolis Exchange Pkwy Suite 300
Annapolis, MD 21401

Phone

(410) 244-6222

Fax

(800) 301-3619

Email

gtrasatti@trasattiwp.com 

 

 

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