Wealth Management
& Investment Opportunities
Over 30 Years of Experience
Investing for Growth & Security in a new world
We assist qualified clients in accessing alternative investments and tax-advantaged strategies that are not typically accessible for individual financial portfolios.
At Militello Wealth Management, we believe that high-net-worth individuals deserve investment strategies that go beyond conventional approaches. By focusing on alternative investments and tax-advantaged strategies, we aim to unlock new opportunities for wealth creation and portfolio diversification.
We manage wealth for high-net-worth investors who want access to professional risk management and alternative investments.
Focused on building long-term relationships with clients, the team at Militello Wealth Management takes the time to understand each client’s unique situation and goals, and develop a individualized strategy to help achieve wealth creation. Whether clients are looking to grow their wealth, preserve their capital, or plan for retirement, Militello Wealth Management has the expertise and resources to help reach our client’s unique financial objectives.
CEO Founders & Entrepreneurs
Customized wealth management planning that aligns with specific goals.
Pre-Liquidity
& Next-Gen Innovators
Alternative investments such as private equity and venture capital opportunities.
High-Net-Worth
& Multi-Gen Families
Differentiating wealth strategies for tax-efficient portfolios.
Goals-Based Planning
& Investing
Setting clear & specific financial objectives & identifying long-term goals.
Tax Strategy
& Planning
Proactive solutions to minimize tax exposure & increase after-tax returns.
360° Wealth Strategy
& Liquidity Planning
Understanding short-term cash needs, while maintaining long-term investment plans.
Public & Private
Investment
Exclusive access to custom-curated private market investment opportunities and strategies.
Estate, Philanthropy,
& Legacy Planning
Ensuring that assets are passed to beneficiaries in a tax-efficient & effective manner.
Comprehensive Investment
Analysis & Reporting
We provide comprehensive investment reporting to give our clients a complete view of their financial picture, by aggregating all of their financial accounts, including those that are not under the management of the investment firm. This type of reporting allows clients to see all of their assets and liabilities in one place, making it easier to track net worth and make informed investment decisions.
By providing a comprehensive view of an individual financial situation, our clients can better understand their overall financial health and make better, more informed decisions about their future financial goals. Our comprehensive analysis helps to better serve our clients by providing a more complete picture of their financial situation and outlook.
Serving Accredited Investors
& Qualified Purchasers
We cater to clients who meet the esteemed criteria of accredited investors and qualified purchasers. Our clients typically possess a net worth that surpasses $1 million, or have demonstrated a consistent income stream above $200,000 annually over the past two years — or $300,000 for households.
We invite you to contact Militello Wealth Management or visit the IRS website for more information on accredited investor qualifications. By catering exclusively to accredited investors and qualified purchasers, we ensure that our clients have the necessary financial sophistication to capitalize on the unique opportunities offered by alternative investments.
Tactical Investment Model Management
- Defensive asset allocation
- Opportunistic short-term allocation
- Our investment objective is to achieve superior and highly efficient Risk Adjusted Returns
Tax Strategies & Detailed Reporting
- Assistance and Consultation with CPAs regarding tax questions
- Timely assistance with 1099’s and K-1 tax reports
Alternative Investment Management
- Private Equity Opportunities
- Private Real Estate
- Private Credit
- Interval Funds
- Venture Capital
- Hedge Funds
Qualified Financial Plans & Strategies
- 401k’s
- Deferred Compensation
- Tax-Planning
Opportunities for High-Net-Worth Individuals
Creating Your Stronger
Financial Future
At the helm is Rick Militello, an experienced wealth advisor deeply rooted in financial services and wealth investment. Our firm is not just about offering typical investments and services; it’s about crafting a legacy. We excel in navigating the complexities of wealth management, offering innovative investment management and personalized financial strategies, including sophisticated estate planning, to meet your distinct needs and objectives.
Our ethos is to go beyond the conventional. Experienced in the world of alternative investments and tax-advantaged strategies, designed to align with your sophisticated needs and ambitious objectives.
We understand that your financial journey is unique, and so are our solutions. Let us guide you through a path less traveled, where your wealth isn’t just managed but is given the opportunity to thrive and leave a lasting impact for the future.
REAL Clients, Real Results
“Rick and his team created a strategy specifically for me, and the results were even better than expected.
I highly recommend working with them.”
JEff Smith
