A complete list of active advisors currently associated with Trasatti Wealth Planning, LLC
Warmer can help you find a great advisor at Trasatti Wealth Planning, LLC or one who fits your needs even better.
Trasatti Wealth Planning is a single-advisor registered investment adviser that provides comprehensive financial planning and investment management to individuals and high-net-worth clients. In addition to individual clients, the firm also serves corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust programs. The firm custom-designs portfolios and works with clients to develop written Investment Policy Statements, offering both discretionary and non-discretionary management alongside financial planning services. Portfolios typically use mutual funds, ETFs and individual fixed-income securities, are monitored continuously with formal reviews at least quarterly, and are rebalanced with attention to minimizing tax consequences when allocations drift from target ranges. The firm’s principal holds CPA and Personal Financial Specialist (PFS) credentials, and the practice manages roughly $72 million across a limited number of client relationships, a mix that includes institutional and tax-sensitive clients alongside individuals. The adviser also participates in a small RIA study group that meets regularly to discuss investments and practice management, a collaborative input that supplements the firm’s internal research and planning processes.
To learn more about the advisors currently working at Trasatti Wealth Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baltimore, MD
| 15
|
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