Services
Trasatti Wealth Planning specializes in two broad types of advisory services, Comprehensive Financial Planning and Professional Investment Management.
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, and
- Other related financial areas depending on your unique circumstances.
Investment 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.
Firm Affiliations
