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PARTNERING TO SERVE YOU BETTER
In 2009, Affetto Wealth Management was created to provide a trusted financial planning resource to the clients of Affetto & Co in the wake of ‘The Great Recession.’ Partnering with Coltiva Wealth Planning Partners, we successfully integrate the deep expertise of our tax planning services with a trusted, experienced wealth management and financial planning firm. Our clients are primarily looking for advice they can trust from a team who puts their interests first and will advise them for life on all aspects of their finances.
WHO WE SERVE
Our clients are diverse in many ways: ages, ethnicities, occupations, geography, interests, and stage of life. However, what all our clients have in common is their desire to create a work-optional lifestyle and to partner with an experienced firm they can trust to help them make better financial decisions for their lifetime.
Here is a list of more common client groups in our practice, and some of the questions we will answer as life unfolds and needs evolve using our Path to Prosperity process:
LEARN MORE ABOUT OUR PARTNER FIRM, COLTIVA WEALTH
AFFETTO WEALTH PLANNING PARTNERS OVERVIEW
Many of our prospective clients will ask our team at Affetto Wealth “What makes you different” Although it is difficult to summarize what we do and how we do it in under 5 minutes, this short video will give you a brief introduction to our planning philosophy, how we educate clients and the value of partnering with Affetto Wealth to help you make confident financial decisions.