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Plan • Invest • Protect

Working Together Towards a Brighter Financial Future

At Rizzotto Wealth Management we are guided by your goals and objectives and not obligated to any single product or company. Through all phases of life, we can help you establish the appropriate portfolio to help you pursue your financial goals. We are committed to assisting our clients every step of the way when it comes to investing, retirement, income planning and taxes.

Our Services
Our PRocess

Plan

We work with clients to develop an overall financial plan that encompasses investments, retirement planning, insurance and taxes.

Invest

We take the time to develop a rich understanding of your individual goals and objectives in order to find the best investment strategies for your specific needs.

Protect

We assess what type of insurance vehicles are currently in place, if any, and decide if they properly match up with the client’s goals in achieving safety and preservation.

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Who We Are

We pride ourselves on being a close knit, community minded firm that can handle all aspects of your financial picture. Transparency and communication are extremely important to us and we strive to provide exemplary customer service, while displaying the highest standard of ethics and professional knowledge.

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Age Gap Finance

A captivating podcast where a sharp-witted and financially savvy millennial and a seasoned baby boomer engage in thought-provoking conversations about money matters, including investments, banking, entrepreneurship, and personal finance tips and tricks.

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our approach to investments

OUR MAIN PORTFOLIOS

At Rizzotto Wealth Management, we understand that diversification is a key factor in successful investment portfolios. You can trust that your investments are in good hands and diversified so that you can remain confident during periods of market volatility.

Dividend Income Portfolio

Growth Portfolio

Tech
Portfolio

Biotech Portfolio

Here to help you understand

Second Opinions Are Important

Gain deeper insight into your portfolio performance. With our complimentary second opinion service, we offer an outside perspective on your portfolio that can help assess the strengths and possible gaps in your financial plan, with no obligations.
  • Become more aware of ALL the fees that you are actually paying, as well as how and when they are charged
  • How you can become more aware of the risk you are actually taking vs. your actual risk tolerance
  • Is your current plan helping or hindering your current tax situation?

Ask us about our

Competitive CD and Fixed Annuity Rates

We have the ability to shop the entire market.
We are not limited to just one bank or annuity company.

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About Us

At Rizzotto Wealth Management we are guided by your goals and objectives and not obligated to any single product or company. We look at your complete financial picture in order to serve your needs as a whole. Through all phases of life, we can help you establish the appropriate portfolio to help you pursue your financial goals. We are committed to assisting our clients every step of the way when it comes to investing, retirement, income planning and taxes.

Fee based financial planning and investment advisory services are offered through Truvestments Capital, LLC an SEC Registered Investment Advisor.
Insurance products and services are offered through independent insurance agents.

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