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Planning your future's financial independence is a crucial life task. With so many decisions, it is important to rely on registered investment advisors who have the professional experience to educate clients on investment strategies and wealth management.

At Militello Wealth Management, our mission is to provide financial advice and implement solutions that meet the specific needs and objectives of our valued clients. We offer our clients the opportunity to have all financial planning needs met in one place. This dedication comes from Rick Millitello’s early adolescent passion for the financial services industry, when he “owned Disney stock and was always intrigued with the profession.”

Continuing in that tradition, Rick and his energetic team focus in investment management as active managers of our clients’ wealth. Our registered investment advisors provide personalized investment management catered to the long-term goals of our clients, including wealth management, investment services, financial planning and estate planning services.

Investment and Retirement Products and Plans 

Militello Wealth Management offer a wide range of financial products; securities through Royal Alliance Associates, Inc., member FINRA/SIPC, and separately, fee-based wealth planning.

INVESTMENTS*

INSURANCE

RETIREMENT PLANS

PLANNING SERVICES

Mutual Funds, Exchange Traded Funds (ETFs), and Closed End Funds

Certificates of Deposit

Stocks and Bonds

Variable and Fixed Annuities

Real Estate Investment Trusts (REITs)

Limited Partnerships

Disability Insurance

Fixed, Variable, and Term Life Insurance

Health Insurance

Long-Term Health Care Insurance

Buy-Sell Policies including Overhead Expense Protection

Employee Benefits

401(k), 403(b), 457, and Profit Sharing Plans

Individual Retirement Accounts (IRAs) and Roths

Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans

Non-Qualified Deferred Compensation Plans

Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation

Employee Worksite Financial Education Seminars

Business Planning including Cash Flow, Debt Restructuring, Valuation and Risk Management



INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE

*Securities offered through Royal Alliance Associates, Inc.  Member FINRA and SIPC.

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Rick Militello offers securities and investment advisory services offered through Royal Alliance Associates, Inc, member FINRA/SIPC and a registered investment advisor.  Additional insurance and investment advisory services offered through Militello Wealth Management, LLC, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

Royal Alliance does not offer tax or legal advice. All entities listed are not affiliated.

This communication is strictly intended for individuals residing in the states of  CA, CO, FL, GA, IA, IL, IN, KY, MN, MO, NC, NJ, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.                                

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 


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