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).
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:
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.
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:
Learn more about The Power of Trust today by visiting www.NAPFA.org. View our short video or Download a Short Presentation.
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
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.
FeeOnlyNetwork.com is a partnership with The National Association of Personal Financial Advisors.
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.