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.


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


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.


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


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


Biotech Portfolio

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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.

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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.