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Rialto Wealth Management

Updated today

Client AUM

$594,843,000

Clients

338

Advisors

8

of 8 employees

About

Rialto Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and financial planning on a fee-based, percentage-of-assets-under-management basis. The firm also offers qualified retirement plan consulting and participant-level fiduciary advice, including acting in ERISA Section 3(38) fiduciary capacities in some engagements.

The firm’s investment approach is grounded in modern portfolio theory and centers on broadly diversified, low-cost mutual funds and exchange-traded funds selected for cost, turnover, manager tenure and tracking. Portfolios are custom-managed on a discretionary basis to client objectives and may be built around existing holdings or employ options for company- or sector-specific protection when appropriate.

Rialto manages roughly $626 million for about 338 clients through a six-advisor team, a scale that supports both retail wealth management and institutional-quality retirement plan services. The firm operates on a fee-only basis, does not accept commissions, has no stated account minimums, and provides standalone financial planning on fixed or hourly terms for clients who do not engage asset management.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies

Occupation focus

Founder/Business Owner

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Fee options

Fixed

One-time comprehensive financial planning fee typically $4,000

Percentage

$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.20%

Project-based

Typically $400/hour for financial planning clients not under investment management

Other

Fee-only: Asset management fees, fixed fees for financial planning, and qualified retirement plan consulting fees (all fee-only)

Main office

126 N Salina St., Suite 404

Syracuse NY 13202

Advisors at this office

8

Most active in

Florida · New Hampshire · New York · Texas

Also doing business as

Rialto Wealth Management · Rialto Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Edward B

Series 66

Syracuse, NY

Rialto Wealth Management

Edward Barno is a financial advisor at Rialto Wealth Management with six years of industry experience. He holds the Series 66 designation and previously worked for Rockbridge Investment Management, LLC from 2015 to 2022. Barno serves as a trustee on the board of Christian Brothers Academy, a private Catholic junior/senior high school in Syracuse, NY. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios using primarily low-cost, non-actively managed mutual funds and ETFs, incorporating options strategies for downside protection as needed.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Rachel R

Series 63, Series 66

Syracuse, NY

Rialto Wealth Management

Rachel Ryan is a financial advisor at Rialto Wealth Management with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CITIGROUP for nine years before joining Rialto in 2022. Rialto Wealth Management provides discretionary investment management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm focuses on broadly diversified, low-cost portfolios guided by modern portfolio theory, and offers both retail wealth management and institutional retirement plan services.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Mariah G

Series 63, Series 65

Syracuse, NY

Rialto Wealth Management

Mariah Galletta is a financial advisor at Rialto Wealth Management with two years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Rock Bridge Investment Management and Atria Wealth Solutions. Rialto Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management and financial planning. The firm’s investment approach focuses on broadly diversified, low-cost mutual funds and ETFs, managing portfolios on a discretionary basis aligned with client objectives.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Jesse C

Series 65

Syracuse, NY

Rialto Wealth Management

Jesse Cramer is a financial advisor at Rialto Wealth Management in Syracuse, NY, with four years of industry experience. He holds a Series 65 credential and has previously worked at CapFinancial Partners, Cobblestone Capital Advisors, and The Best Interest, LLC. Outside of his advisory role, he serves as Secretary on the Board of Directors and Finance Committee at Lollypop Farm, the Humane Society of Greater Rochester. Rialto Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a modern portfolio theory approach focused on broadly diversified, low-cost mutual funds and ETFs, managing client portfolios on a discretionary basis tailored to specific objectives.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Ethan G

CFP®, Series 63

Syracuse, NY

Rialto Wealth Management

Ethan Gilbert is a CFP® professional with four years of industry experience. He is currently with Rialto Wealth Management and previously worked at Rockbridge Investment Management, Disciplined Capital Management, and served in the U.S. House of Representatives. Rialto Wealth Management provides fee-based investment management and financial planning to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs custom, discretionary portfolios primarily using low-cost, passive mutual funds and ETFs, and offers qualified retirement plan consulting and fiduciary advice.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Michael A

Series 66

Syracuse, NY

Rialto Wealth Management

Michael Antonacci is a financial advisor at Rialto Wealth Management in Syracuse, NY, with nine years of industry experience. He holds the Series 66 designation and previously worked at Rockbridge Investment Management, LLC and The AYCO Company, L.P./Mercer Allied. Rialto Wealth Management provides fee-based investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a primarily passive investment approach using low-cost mutual funds and ETFs, with custom portfolios guided by modern portfolio theory and options for downside protection.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Kevin S

CFP®, Series 66

Syracuse, NY

Rialto Wealth Management

Kevin Sullivan is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Rialto Wealth Management since 2025 and previously spent nine years at Rockbridge Investment Management, LLC. Rialto Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and financial planning primarily through a fee-based asset model. The firm employs a modern portfolio theory approach with broadly diversified, low-cost mutual funds and ETFs, managing approximately $626 million across retail and institutional clients.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Jeffrey W

Series 63, Series 65

Syracuse, NY

Rialto Wealth Management

Jeffrey Watson is a financial advisor at Rialto Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pinnacle Investments, LLC and TIAA-CREF. Rialto Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management and financial planning. The firm employs a modern portfolio theory-based approach, emphasizing broadly diversified, low-cost funds and custom-managed portfolios aligned with client objectives.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Income planning Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
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